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 | $187,801 | $112,729+66.6% | $98,716+90.2% | $137,256+36.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 20.11% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,387 | $2,725+24.3% | $2,279+48.6% | $4,156-18.5% |
| Participant deferral / active EE | $14,141 | $4,640+204.8% | $4,048+249.4% | $6,407+120.7% |
| Admin fee / account holder | $1,426 | $10,129-85.9% | $8,703-83.6% | $12,270-88.4% |