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 | $163,101+3.8% | $136,749+23.8% | $142,382+18.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.66% | 27.54%-12.9pp | 24.33%-9.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,652 | $4,117-35.6% | $3,400-22.0% | $4,299-38.3% |
| Participant deferral / active EE | $9,510 | $5,585+70.3% | $4,692+102.7% | $6,507+46.1% |
| Admin fee / account holder | $780 | $14,318-94.6% | $11,386-93.2% | $12,624-93.8% |