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 | $165,773 | $172,111-3.7% | $150,298+10.3% | $137,256+20.8% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 13.53% | 69.37%-55.8pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,773 | $4,636-40.2% | $4,154-33.2% | $4,156-33.3% |
| Participant deferral / active EE | $9,450 | $6,166+53.3% | $5,453+73.3% | $6,407+47.5% |
| Admin fee / account holder | $7,013 | $16,471-57.4% | $14,116-50.3% | $12,270-42.8% |