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 | $179,180 | $157,256+13.9% | $141,162+26.9% | $152,861+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.37% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,936 | $5,261-25.2% | $4,735-16.9% | $4,762-17.3% |
| Participant deferral / active EE | $8,338 | $7,109+17.3% | $6,709+24.3% | $5,850+42.5% |
| Admin fee / account holder | $3,268 | $12,120-73.0% | $10,261-68.2% | $11,596-71.8% |