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 | $182,781 | $177,572+2.9% | $154,803+18.1% | $142,382+28.4% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 14.14% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,500 | $4,810-68.8% | $4,305-65.2% | $4,299-65.1% |
| Participant deferral / active EE | $4,116 | $6,272-34.4% | $5,540-25.7% | $6,507-36.8% |
| Admin fee / account holder | $1,798 | $16,786-89.3% | $14,329-87.5% | $12,624-85.8% |