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 | $189,914 | $178,174+6.6% | $156,181+21.6% | $137,256+38.4% |
| Participation rate | 73.7% | 82.0%-8.4pp | 78.8%-5.1pp | 80.0%-6.3pp |
| Annual return | 14.76% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,296 | $4,972-13.6% | $4,2940% | $4,156+3.4% |
| Participant deferral / active EE | $8,090 | $6,888+17.5% | $6,132+31.9% | $6,407+26.3% |
| Admin fee / account holder | $5,211 | $17,404-70.1% | $14,586-64.3% | $12,270-57.5% |