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 | $177,864 | $148,534+19.7% | $135,903+30.9% | $139,434+27.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.97% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,077 | $5,243-41.3% | $4,856-36.6% | $4,751-35.2% |
| Participant deferral / active EE | $6,583 | $8,100-18.7% | $7,758-15.1% | $6,710-1.9% |
| Admin fee / account holder | $2,965 | $12,400-76.1% | $10,762-72.5% | $11,403-74.0% |