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 | $187,805 | $152,587+23.1% | $125,175+50.0% | $152,861+22.9% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 26.85% | 54.84%-28.0pp | 43.79%-16.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,252 | $4,946-34.3% | $3,865-15.9% | $4,762-31.7% |
| Participant deferral / active EE | $8,629 | $5,868+47.1% | $4,937+74.8% | $5,850+47.5% |
| Admin fee / account holder | $856 | $13,434-93.6% | $9,702-91.2% | $11,596-92.6% |