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 | $180,583 | $172,111+4.9% | $150,298+20.2% | $137,256+31.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 14.03% | 69.37%-55.3pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,551 | $4,636-45.0% | $4,154-38.6% | $4,156-38.6% |
| Participant deferral / active EE | $8,423 | $6,166+36.6% | $5,453+54.5% | $6,407+31.5% |
| Admin fee / account holder | $169,064 | $16,471+926.4% | $14,116+1097.7% | $12,270+1277.8% |