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 | $172,741 | $163,101+5.9% | $136,749+26.3% | $142,382+21.3% |
| Participation rate | 77.8% | 78.2%-0.4pp | 72.1%+5.6pp | 80.1%-2.3pp |
| Annual return | 15.49% | 27.54%-12.1pp | 24.33%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,154 | $4,117+73.8% | $3,400+110.4% | $4,299+66.4% |
| Participant deferral / active EE | $6,231 | $5,585+11.6% | $4,692+32.8% | $6,507-4.2% |
| Admin fee / account holder | $4,079 | $14,318-71.5% | $11,386-64.2% | $12,624-67.7% |