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 | $155,686 | $159,602-2.5% | $150,045+3.8% | $142,382+9.3% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,029 | $4,961-38.9% | $4,693-35.5% | $4,299-29.5% |
| Participant deferral / active EE | $5,163 | $8,310-37.9% | $7,997-35.4% | $6,507-20.7% |
| Admin fee / account holder | $2,159 | $14,846-85.5% | $13,435-83.9% | $12,624-82.9% |