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 5-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 | $197,947 | $154,228+28.3% | $145,433+36.1% | $137,256+44.2% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 27.47% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $3,504 | $4,804-27.1% | $4,554-23.1% | $4,156-15.7% |
| Participant deferral / active EE | $10,054 | $8,216+22.4% | $7,897+27.3% | $6,407+56.9% |
| Admin fee / account holder | $765 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |