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 | $192,281 | $157,256+22.3% | $141,162+36.2% | $152,861+25.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 16.51% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $10,000 | $5,261+90.1% | $4,735+111.2% | $4,762+110.0% |
| Participant deferral / active EE | $4,709 | $7,109-33.8% | $6,709-29.8% | $5,850-19.5% |
| Admin fee / account holder | $1,243 | $12,120-89.7% | $10,261-87.9% | $11,596-89.3% |