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 | $216,010 | $183,519+17.7% | $155,509+38.9% | $145,922+48.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.58% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,087 | $5,313-41.9% | $4,672-33.9% | $4,660-33.7% |
| Participant deferral / active EE | $8,384 | $6,462+29.7% | $5,626+49.0% | $6,688+25.4% |
| Admin fee / account holder | $5,080 | $19,313-73.7% | $15,912-68.1% | $13,397-62.1% |