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 | $225,883 | $154,117+46.6% | $129,995+73.8% | $139,434+62.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.62% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,332 | $5,289-18.1% | $4,320+0.3% | $4,751-8.8% |
| Participant deferral / active EE | $11,567 | $6,710+72.4% | $5,820+98.8% | $6,710+72.4% |
| Admin fee / account holder | $940 | $14,007-93.3% | $10,614-91.1% | $11,403-91.8% |