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 | $183,172 | $172,478+6.2% | $145,661+25.8% | $142,382+28.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 12.81% | 151.09%-138.3pp | 101.46%-88.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,729 | $4,899-64.7% | $4,238-59.2% | $4,299-59.8% |
| Participant deferral / active EE | $13,183 | $8,348+57.9% | $7,198+83.1% | $6,507+102.6% |
| Admin fee / account holder | $8,131 | $16,864-51.8% | $12,466-34.8% | $12,624-35.6% |