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 | $181,545 | $217,402-16.5% | $185,823-2.3% | $167,490+8.4% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.63% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,186 | $5,873-11.7% | $5,167+0.4% | $4,837+7.2% |
| Participant deferral / active EE | $4,805 | $6,356-24.4% | $5,568-13.7% | $6,341-24.2% |
| Admin fee / account holder | $2,617 | $19,811-86.8% | $16,237-83.9% | $12,309-78.7% |