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 | $213,978 | $157,256+36.1% | $141,162+51.6% | $152,861+40.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.46% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,116 | $5,261-78.8% | $4,735-76.4% | $4,762-76.6% |
| Participant deferral / active EE | $14,630 | $7,109+105.8% | $6,709+118.1% | $5,850+150.1% |
| Admin fee / account holder | $8,965 | $12,120-26.0% | $10,261-12.6% | $11,596-22.7% |