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 | $189,680 | $183,592+3.3% | $155,567+21.9% | $145,959+30.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.98% | 61.24%-41.3pp | 64.74%-44.8pp | 561.95%-542.0pp |
| Employer contribution / active EE | $3,233 | $5,315-39.2% | $4,674-30.8% | $4,661-30.6% |
| Participant deferral / active EE | $7,879 | $6,464+21.9% | $5,628+40.0% | $6,689+17.8% |
| Admin fee / account holder | $2,402 | $19,318-87.6% | $15,916-84.9% | $13,398-82.1% |