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 7-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 | $186,275 | $165,984+12.2% | $164,813+13.0% | $145,922+27.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 11.59% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,391 | $5,273-54.7% | $4,341-44.9% | $4,660-48.7% |
| Participant deferral / active EE | $9,359 | $6,959+34.5% | $6,031+55.2% | $6,688+39.9% |
| Admin fee / account holder | $513 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |