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 | $180,157 | $185,822-3.0% | $169,993+6.0% | $139,434+29.2% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 15.17% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,370 | $7,590-29.3% | $6,785-20.9% | $4,751+13.0% |
| Participant deferral / active EE | $7,832 | $11,622-32.6% | $10,408-24.7% | $6,710+16.7% |
| Admin fee / account holder | $19,468 | $15,381+26.6% | $12,815+51.9% | $11,403+70.7% |