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 | $176,490 | $157,256+12.2% | $141,162+25.0% | $152,861+15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.70% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,135 | $5,261-21.4% | $4,735-12.7% | $4,762-13.2% |
| Participant deferral / active EE | $10,160 | $7,109+42.9% | $6,709+51.4% | $5,850+73.7% |
| Admin fee / account holder | $1,272 | $12,120-89.5% | $10,261-87.6% | $11,596-89.0% |