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 | $213,605 | $232,540-8.1% | $185,117+15.4% | $147,584+44.7% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 16.42% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,971 | $5,195-42.8% | $4,182-29.0% | $4,876-39.1% |
| Participant deferral / active EE | $6,758 | $5,834+15.8% | $5,045+34.0% | $5,439+24.3% |
| Admin fee / account holder | $32,814 | $10,275+219.4% | $8,159+302.2% | $10,885+201.5% |