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 | $227,003 | $89,753+152.9% | $107,525+111.1% | $84,808+167.7% |
| Participation rate | 80.5% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.2pp |
| Annual return | 19.17% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,477 | $3,113-20.4% | $3,754-34.0% | $2,631-5.9% |
| Participant deferral / active EE | $8,004 | $4,056+97.3% | $5,116+56.5% | $4,212+90.0% |
| Admin fee / account holder | $6,750 | $7,222-6.5% | $8,919-24.3% | $7,344-8.1% |