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 | $161,909 | $163,101-0.7% | $136,749+18.4% | $142,382+13.7% |
| Participation rate | 81.0% | 78.2%+2.7pp | 72.1%+8.8pp | 80.1%+0.8pp |
| Annual return | 24.01% | 27.54%-3.5pp | 24.33%-0.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,565 | $4,117+35.2% | $3,400+63.7% | $4,299+29.4% |
| Participant deferral / active EE | $5,591 | $5,585+0.1% | $4,692+19.2% | $6,507-14.1% |
| Admin fee / account holder | $34,136 | $14,318+138.4% | $11,386+199.8% | $12,624+170.4% |