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 | $174,671 | $179,726-2.8% | $156,263+11.8% | $142,382+22.7% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 16.67% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,235 | $5,069-36.2% | $4,333-25.3% | $4,299-24.7% |
| Participant deferral / active EE | $5,871 | $6,956-15.6% | $6,158-4.7% | $6,507-9.8% |
| Admin fee / account holder | $1,789 | $17,272-89.6% | $14,255-87.4% | $12,624-85.8% |