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 | $184,767 | $148,534+24.4% | $135,903+36.0% | $139,434+32.5% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 20.86% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,516 | $5,243+5.2% | $4,856+13.6% | $4,751+16.1% |
| Participant deferral / active EE | $10,271 | $8,100+26.8% | $7,758+32.4% | $6,710+53.1% |
| Admin fee / account holder | $3,496 | $12,400-71.8% | $10,762-67.5% | $11,403-69.3% |