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 | $204,203 | $162,781+25.4% | $133,956+52.4% | $158,922+28.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 11.73% | 41.94%-30.2pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,120 | $4,975-37.3% | $3,919-20.4% | $4,761-34.5% |
| Participant deferral / active EE | $11,559 | $5,911+95.5% | $5,048+129.0% | $5,982+93.2% |
| Admin fee / account holder | $1,235 | $11,736-89.5% | $8,927-86.2% | $11,246-89.0% |