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 | $175,355 | $165,984+5.6% | $164,813+6.4% | $145,922+20.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 30.93% | 100.03%-69.1pp | 69.93%-39.0pp | 561.29%-530.4pp |
| Employer contribution / active EE | $1,452 | $5,273-72.5% | $4,341-66.6% | $4,660-68.8% |
| Participant deferral / active EE | $5,939 | $6,959-14.7% | $6,031-1.5% | $6,688-11.2% |
| Admin fee / account holder | $22,821 | $16,648+37.1% | $12,690+79.8% | $13,397+70.3% |