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 | $244,208 | $157,256+55.3% | $141,162+73.0% | $152,861+59.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.58% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,287 | $5,261-56.5% | $4,735-51.7% | $4,762-52.0% |
| Participant deferral / active EE | $12,661 | $7,109+78.1% | $6,709+88.7% | $5,850+116.4% |
| Admin fee / account holder | $1,506 | $12,120-87.6% | $10,261-85.3% | $11,596-87.0% |