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 | $213,560 | $112,729+89.4% | $98,716+116.3% | $137,256+55.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 12.87% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,277 | $2,725-53.1% | $2,279-43.9% | $4,156-69.3% |
| Participant deferral / active EE | $6,737 | $4,640+45.2% | $4,048+66.4% | $6,407+5.2% |
| Admin fee / account holder | $18,562 | $10,129+83.3% | $8,703+113.3% | $12,270+51.3% |