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 | $219,951 | $178,174+23.4% | $156,181+40.8% | $137,256+60.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 11.51% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,929 | $4,972-41.1% | $4,294-31.8% | $4,156-29.5% |
| Participant deferral / active EE | $12,066 | $6,888+75.2% | $6,132+96.8% | $6,407+88.3% |
| Admin fee / account holder | $1,163 | $17,404-93.3% | $14,586-92.0% | $12,270-90.5% |