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 | $147,562 | $135,952+8.5% | $123,892+19.1% | $273,961-46.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 6.80% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,289 | $5,170-17.0% | $4,617-7.1% | $4,869-11.9% |
| Participant deferral / active EE | $9,629 | $6,343+51.8% | $5,984+60.9% | $5,287+82.1% |
| Admin fee / account holder | $481 | $9,817-95.1% | $8,357-94.2% | $10,132-95.2% |