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 | $180,788 | $159,602+13.3% | $150,045+20.5% | $142,382+27.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.82% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,291 | $4,961-33.7% | $4,693-29.9% | $4,299-23.4% |
| Participant deferral / active EE | $8,174 | $8,310-1.6% | $7,997+2.2% | $6,507+25.6% |
| Admin fee / account holder | $1,771 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |