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 6-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 | $158,573 | $172,111-7.9% | $150,298+5.5% | $137,256+15.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.85% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,968 | $4,636-57.6% | $4,154-52.6% | $4,156-52.7% |
| Participant deferral / active EE | $6,108 | $6,166-0.9% | $5,453+12.0% | $6,407-4.7% |
| Admin fee / account holder | $13,113 | $16,471-20.4% | $14,116-7.1% | $12,270+6.9% |