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 | $163,604 | $162,781+0.5% | $133,956+22.1% | $158,922+2.9% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 16.08% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,910 | $4,975-41.5% | $3,919-25.7% | $4,761-38.9% |
| Participant deferral / active EE | $5,321 | $5,911-10.0% | $5,048+5.4% | $5,982-11.1% |
| Admin fee / account holder | $12,604 | $11,736+7.4% | $8,927+41.2% | $11,246+12.1% |