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 | $198,217 | $100,970+96.3% | $96,576+105.2% | $137,256+44.4% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 17.21% | 38.16%-20.9pp | 38.47%-21.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,086 | $3,809+7.3% | $3,553+15.0% | $4,156-1.7% |
| Participant deferral / active EE | $10,164 | $8,286+22.7% | $7,956+27.7% | $6,407+58.6% |
| Admin fee / account holder | $1,241 | $11,312-89.0% | $11,381-89.1% | $12,270-89.9% |