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 | $184,658 | $178,174+3.6% | $156,181+18.2% | $137,256+34.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 19.43% | 84.19%-64.8pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,569 | $4,972+12.0% | $4,294+29.7% | $4,156+34.0% |
| Participant deferral / active EE | $11,828 | $6,888+71.7% | $6,132+92.9% | $6,407+84.6% |
| Admin fee / account holder | $1,628 | $17,404-90.6% | $14,586-88.8% | $12,270-86.7% |