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 | $184,784 | $197,591-6.5% | $177,821+3.9% | $158,922+16.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 26.57% | 58.76%-32.2pp | 48.32%-21.8pp | 302.83%-276.3pp |
| Employer contribution / active EE | $6,416 | $6,697-4.2% | $5,918+8.4% | $4,761+34.7% |
| Participant deferral / active EE | $13,792 | $8,405+64.1% | $7,714+78.8% | $5,982+130.6% |
| Admin fee / account holder | $6,455 | $15,399-58.1% | $12,427-48.1% | $11,246-42.6% |