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 | $155,882 | $154,228+1.1% | $145,433+7.2% | $137,256+13.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.23% | 74.59%-56.4pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,180 | $4,804-33.8% | $4,554-30.2% | $4,156-23.5% |
| Participant deferral / active EE | $10,297 | $8,216+25.3% | $7,897+30.4% | $6,407+60.7% |
| Admin fee / account holder | $1,854 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |