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 | $241,977 | $114,381+111.6% | $107,525+125.0% | $142,382+69.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 15.28% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,832 | $4,015-29.5% | $3,754-24.5% | $4,299-34.1% |
| Participant deferral / active EE | $5,992 | $5,564+7.7% | $5,116+17.1% | $6,507-7.9% |
| Admin fee / account holder | $2,932 | $9,860-70.3% | $8,919-67.1% | $12,624-76.8% |