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 | $183,159 | $163,101+12.3% | $136,749+33.9% | $142,382+28.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 15.28% | 27.54%-12.3pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,779 | $4,117+16.1% | $3,400+40.6% | $4,299+11.2% |
| Participant deferral / active EE | $7,593 | $5,585+35.9% | $4,692+61.8% | $6,507+16.7% |
| Admin fee / account holder | $2,720 | $14,318-81.0% | $11,386-76.1% | $12,624-78.5% |