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 | $194,558 | $183,519+6.0% | $155,509+25.1% | $145,922+33.3% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 16.53% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,382 | $5,313+1.3% | $4,672+15.2% | $4,660+15.5% |
| Participant deferral / active EE | $5,060 | $6,462-21.7% | $5,626-10.1% | $6,688-24.3% |
| Admin fee / account holder | $929 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |