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 | $181,044 | $159,602+13.4% | $150,045+20.7% | $142,382+27.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 14.42% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,620 | $4,961-47.2% | $4,693-44.2% | $4,299-39.1% |
| Participant deferral / active EE | $6,092 | $8,310-26.7% | $7,997-23.8% | $6,507-6.4% |
| Admin fee / account holder | $3,876 | $14,846-73.9% | $13,435-71.2% | $12,624-69.3% |