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 | $156,380 | $152,587+2.5% | $125,175+24.9% | $152,861+2.3% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.4%+13.4pp |
| Annual return | 23.43% | 54.84%-31.4pp | 43.79%-20.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,133 | $4,946+3.8% | $3,865+32.8% | $4,762+7.8% |
| Participant deferral / active EE | $8,276 | $5,868+41.0% | $4,937+67.6% | $5,850+41.5% |
| Admin fee / account holder | $9,308 | $13,434-30.7% | $9,702-4.1% | $11,596-19.7% |