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 7-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 | $171,001 | $148,534+15.1% | $135,903+25.8% | $139,434+22.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 20.16% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,642 | $5,243-30.5% | $4,856-25.0% | $4,751-23.3% |
| Participant deferral / active EE | $15,016 | $8,100+85.4% | $7,758+93.6% | $6,710+123.8% |
| Admin fee / account holder | $888 | $12,400-92.8% | $10,762-91.7% | $11,403-92.2% |