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 | $211,570 | $214,378-1.3% | $200,582+5.5% | $142,382+48.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.38% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,363 | $6,841-65.5% | $6,419-63.2% | $4,299-45.0% |
| Participant deferral / active EE | $7,131 | $9,865-27.7% | $9,331-23.6% | $6,507+9.6% |
| Admin fee / account holder | $1,438 | $17,692-91.9% | $16,305-91.2% | $12,624-88.6% |