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 | $163,550 | $214,378-23.7% | $200,582-18.5% | $142,382+14.9% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.12% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,435 | $6,841-35.2% | $6,419-30.9% | $4,299+3.2% |
| Participant deferral / active EE | $7,655 | $9,865-22.4% | $9,331-18.0% | $6,507+17.6% |
| Admin fee / account holder | $7,426 | $17,692-58.0% | $16,305-54.5% | $12,624-41.2% |