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 | $196,468 | $124,319+58.0% | $111,297+76.5% | $167,490+17.3% |
| Participation rate | 86.4% | 79.6%+6.7pp | 77.3%+9.1pp | 82.1%+4.3pp |
| Annual return | 14.27% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,515 | $3,435-26.8% | $2,731-7.9% | $4,837-48.0% |
| Participant deferral / active EE | $4,860 | $5,180-6.2% | $4,487+8.3% | $6,341-23.4% |
| Admin fee / account holder | $2,677 | $10,618-74.8% | $7,964-66.4% | $12,309-78.2% |