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 | $243,501 | $162,781+49.6% | $133,956+81.8% | $158,922+53.2% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 11.46% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,764 | $4,975-44.5% | $3,919-29.5% | $4,761-42.0% |
| Participant deferral / active EE | $6,124 | $5,911+3.6% | $5,048+21.3% | $5,982+2.4% |
| Admin fee / account holder | $11,269 | $11,736-4.0% | $8,927+26.2% | $11,246+0.2% |