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 | $214,501 | $209,336+2.5% | $197,124+8.8% | $137,256+56.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 15.11% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $6,346 | $6,591-3.7% | $6,227+1.9% | $4,156+52.7% |
| Participant deferral / active EE | $10,002 | $9,614+4.0% | $9,135+9.5% | $6,407+56.1% |
| Admin fee / account holder | $35,966 | $17,308+107.8% | $16,298+120.7% | $12,270+193.1% |