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 | $156,030 | $165,335-5.6% | $149,696+4.2% | $158,922-1.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.68% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,138 | $5,103+0.7% | $4,644+10.6% | $4,761+7.9% |
| Participant deferral / active EE | $8,164 | $7,181+13.7% | $6,842+19.3% | $5,982+36.5% |
| Admin fee / account holder | $1,568 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |