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 | $226,378 | $197,591+14.6% | $177,821+27.3% | $158,922+42.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 10.59% | 58.76%-48.2pp | 48.32%-37.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,847 | $6,697-57.5% | $5,918-51.9% | $4,761-40.2% |
| Participant deferral / active EE | $7,894 | $8,405-6.1% | $7,714+2.3% | $5,982+32.0% |
| Admin fee / account holder | $26,047 | $15,399+69.1% | $12,427+109.6% | $11,246+131.6% |