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 | $183,244 | $179,726+2.0% | $156,263+17.3% | $142,382+28.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 12.34% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,621 | $5,069-48.3% | $4,333-39.5% | $4,299-39.0% |
| Participant deferral / active EE | $7,114 | $6,956+2.3% | $6,158+15.5% | $6,507+9.3% |
| Admin fee / account holder | $4,603 | $17,272-73.3% | $14,255-67.7% | $12,624-63.5% |