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 | $194,434 | $175,202+11.0% | $149,673+29.9% | $139,434+39.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 27.13% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,268 | $5,474-58.6% | $4,818-52.9% | $4,751-52.3% |
| Participant deferral / active EE | $4,838 | $6,519-25.8% | $5,680-14.8% | $6,710-27.9% |
| Admin fee / account holder | $2,597 | $16,150-83.9% | $13,210-80.3% | $11,403-77.2% |