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 | $171,827 | $162,781+5.6% | $133,956+28.3% | $158,922+8.1% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 11.90% | 41.94%-30.0pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,460 | $4,975+70.0% | $3,919+115.9% | $4,761+77.7% |
| Participant deferral / active EE | $6,947 | $5,911+17.5% | $5,048+37.6% | $5,982+16.1% |
| Admin fee / account holder | $2,241 | $11,736-80.9% | $8,927-74.9% | $11,246-80.1% |