See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,856 | $179,726-2.7% | $156,263+11.9% | $142,382+22.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 13.73% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,005 | $5,069-21.0% | $4,333-7.6% | $4,299-6.8% |
| Participant deferral / active EE | $8,696 | $6,956+25.0% | $6,158+41.2% | $6,507+33.6% |
| Admin fee / account holder | $1,844 | $17,272-89.3% | $14,255-87.1% | $12,624-85.4% |