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 | $197,994 | $176,812+12.0% | $146,665+35.0% | $167,490+18.2% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 19.05% | 24.03%-5.0pp | 22.74%-3.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $3,719 | $5,160-27.9% | $4,136-10.1% | $4,837-23.1% |
| Participant deferral / active EE | $8,411 | $6,440+30.6% | $5,506+52.8% | $6,341+32.6% |
| Admin fee / account holder | $621 | $13,259-95.3% | $10,280-94.0% | $12,309-95.0% |