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 | $183,108 | $175,202+4.5% | $149,673+22.3% | $139,434+31.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.16% | 166.71%-154.5pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,276 | $5,474-58.4% | $4,818-52.8% | $4,751-52.1% |
| Participant deferral / active EE | $3,748 | $6,519-42.5% | $5,680-34.0% | $6,710-44.2% |
| Admin fee / account holder | $2,870 | $16,150-82.2% | $13,210-78.3% | $11,403-74.8% |