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 | $213,279 | $173,345+23.0% | $136,007+56.8% | $145,922+46.2% |
| Participation rate | 72.2% | 80.5%-8.2pp | 76.5%-4.2pp | 80.3%-8.1pp |
| Annual return | 8.67% | 1163.32%-1154.7pp | 579.32%-570.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,219 | $5,278-76.9% | $4,217-71.1% | $4,660-73.8% |
| Participant deferral / active EE | $5,408 | $8,699-37.8% | $7,025-23.0% | $6,688-19.1% |
| Admin fee / account holder | $10,163 | $9,954+2.1% | $6,858+48.2% | $13,397-24.1% |