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 | $214,562 | $162,781+31.8% | $133,956+60.2% | $158,922+35.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.07% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,734 | $4,975-25.0% | $3,919-4.7% | $4,761-21.6% |
| Participant deferral / active EE | $9,347 | $5,911+58.1% | $5,048+85.2% | $5,982+56.3% |
| Admin fee / account holder | $1,586 | $11,736-86.5% | $8,927-82.2% | $11,246-85.9% |