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 | $198,967 | $181,894+9.4% | $156,549+27.1% | $273,961-27.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 9.14% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $5,110 | $6,248-18.2% | $5,501-7.1% | $4,869+5.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,151 | $15,559-21.9% | $13,027-6.7% | $10,132+19.9% |