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 | $166,188 | $165,335+0.5% | $149,696+11.0% | $158,922+4.6% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 9.30% | 348.15%-338.8pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $4,673 | $5,103-8.4% | $4,644+0.6% | $4,761-1.8% |
| Participant deferral / active EE | $8,459 | $7,181+17.8% | $6,842+23.6% | $5,982+41.4% |
| Admin fee / account holder | $9,497 | $10,807-12.1% | $9,309+2.0% | $11,246-15.6% |