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 | $176,226 | $148,534+18.6% | $135,903+29.7% | $139,434+26.4% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 16.85% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,268 | $5,243-56.7% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $7,587 | $8,100-6.3% | $7,758-2.2% | $6,710+13.1% |
| Admin fee / account holder | $1,381 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |