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 | $165,820 | $157,256+5.4% | $141,162+17.5% | $152,861+8.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 18.87% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,770 | $5,261-28.3% | $4,735-20.4% | $4,762-20.8% |
| Participant deferral / active EE | $10,438 | $7,109+46.8% | $6,709+55.6% | $5,850+78.4% |
| Admin fee / account holder | $11,979 | $12,120-1.2% | $10,261+16.7% | $11,596+3.3% |