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 | $190,202 | $162,781+16.8% | $133,956+42.0% | $158,922+19.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 25.07% | 41.94%-16.9pp | 45.09%-20.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $4,774 | $4,975-4.1% | $3,919+21.8% | $4,761+0.3% |
| Participant deferral / active EE | $14,650 | $5,911+147.8% | $5,048+190.2% | $5,982+144.9% |
| Admin fee / account holder | $642 | $11,736-94.5% | $8,927-92.8% | $11,246-94.3% |