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 | $169,254 | $161,352+4.9% | $134,172+26.1% | $137,256+23.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.66% | 28.72%-14.1pp | 25.30%-10.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,652 | $4,099-35.3% | $3,420-22.5% | $4,156-36.2% |
| Participant deferral / active EE | $9,510 | $5,552+71.3% | $4,690+102.8% | $6,407+48.4% |
| Admin fee / account holder | $780 | $15,028-94.8% | $12,016-93.5% | $12,270-93.6% |