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 | $165,162 | $157,256+5.0% | $141,162+17.0% | $152,861+8.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 26.25% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,113 | $5,261-59.8% | $4,735-55.4% | $4,762-55.6% |
| Participant deferral / active EE | $6,360 | $7,109-10.5% | $6,709-5.2% | $5,850+8.7% |
| Admin fee / account holder | $4,474 | $12,120-63.1% | $10,261-56.4% | $11,596-61.4% |