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 | $175,300 | $175,202+0.1% | $149,673+17.1% | $139,434+25.7% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 16.28% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,990 | $5,474-27.1% | $4,818-17.2% | $4,751-16.0% |
| Participant deferral / active EE | $8,140 | $6,519+24.9% | $5,680+43.3% | $6,710+21.3% |
| Admin fee / account holder | $1,460 | $16,150-91.0% | $13,210-88.9% | $11,403-87.2% |