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 | $216,729 | $115,882+87.0% | $100,516+115.6% | $158,922+36.4% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 10.62% | 34.79%-24.2pp | 30.89%-20.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,721 | $4,103-33.7% | $3,418-20.4% | $4,761-42.8% |
| Participant deferral / active EE | $6,623 | $6,674-0.8% | $6,270+5.6% | $5,982+10.7% |
| Admin fee / account holder | $8,679 | $10,995-21.1% | $8,081+7.4% | $11,246-22.8% |