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 | $213,597 | $91,538+133.3% | $129,995+64.3% | $75,163+184.2% |
| Participation rate | 78.2% | 71.4%+6.7pp | 78.5%-0.3pp | 67.2%+11.0pp |
| Annual return | 17.12% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,162 | $2,845-24.0% | $4,320-49.9% | $2,670-19.0% |
| Participant deferral / active EE | $6,919 | $4,341+59.4% | $5,820+18.9% | $4,125+67.7% |
| Admin fee / account holder | $1,848 | $6,790-72.8% | $10,614-82.6% | $5,651-67.3% |