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 | $169,202 | $163,101+3.7% | $136,749+23.7% | $142,382+18.8% |
| Participation rate | 89.5% | 78.2%+11.3pp | 72.1%+17.3pp | 80.1%+9.4pp |
| Annual return | 19.23% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,171 | $4,117-23.0% | $3,400-6.7% | $4,299-26.2% |
| Participant deferral / active EE | $8,040 | $5,585+44.0% | $4,692+71.3% | $6,507+23.6% |
| Admin fee / account holder | $13,559 | $14,318-5.3% | $11,386+19.1% | $12,624+7.4% |