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 | $179,106 | $162,781+10.0% | $133,956+33.7% | $158,922+12.7% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 17.38% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,926 | $4,975-41.2% | $3,919-25.3% | $4,761-38.5% |
| Participant deferral / active EE | $6,626 | $5,911+12.1% | $5,048+31.3% | $5,982+10.8% |
| Admin fee / account holder | $10,705 | $11,736-8.8% | $8,927+19.9% | $11,246-4.8% |