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 | $211,775 | $110,257+92.1% | $96,544+119.4% | $139,434+51.9% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 17.77% | 26.32%-8.5pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,010 | $3,620+10.8% | $2,965+35.3% | $4,751-15.6% |
| Participant deferral / active EE | $12,330 | $5,548+122.3% | $4,851+154.2% | $6,710+83.8% |
| Admin fee / account holder | $27,140 | $11,591+134.1% | $8,252+228.9% | $11,403+138.0% |