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 | $199,560 | $172,111+15.9% | $150,298+32.8% | $137,256+45.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,982 | $4,636-35.7% | $4,154-28.2% | $4,156-28.3% |
| Participant deferral / active EE | $10,434 | $6,166+69.2% | $5,453+91.4% | $6,407+62.9% |
| Admin fee / account holder | $1,574 | $16,471-90.4% | $14,116-88.9% | $12,270-87.2% |