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 | $193,582 | $177,572+9.0% | $154,803+25.1% | $142,382+36.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.52% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,557 | $4,810-67.6% | $4,305-63.8% | $4,299-63.8% |
| Participant deferral / active EE | $8,544 | $6,272+36.2% | $5,540+54.2% | $6,507+31.3% |
| Admin fee / account holder | $1,055 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |