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 | $239,627 | $157,256+52.4% | $141,162+69.8% | $152,861+56.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.95% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,281 | $5,261-56.6% | $4,735-51.8% | $4,762-52.1% |
| Participant deferral / active EE | $8,875 | $7,109+24.8% | $6,709+32.3% | $5,850+51.7% |
| Admin fee / account holder | $1,638 | $12,120-86.5% | $10,261-84.0% | $11,596-85.9% |