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 | $153,220 | $135,952+12.7% | $123,892+23.7% | $273,961-44.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 9.45% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,574 | $5,170-30.9% | $4,617-22.6% | $4,869-26.6% |
| Participant deferral / active EE | $8,621 | $6,343+35.9% | $5,984+44.1% | $5,287+63.1% |
| Admin fee / account holder | $3,673 | $9,817-62.6% | $8,357-56.0% | $10,132-63.7% |