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 | $195,108 | $63,346+208.0% | $92,233+111.5% | $70,131+178.2% |
| Participation rate | 78.5% | 68.7%+9.8pp | 76.5%+2.0pp | 69.5%+8.9pp |
| Annual return | 15.53% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,643 | $2,471+6.9% | $3,679-28.2% | $2,342+12.8% |
| Participant deferral / active EE | $10,571 | $2,854+270.4% | $3,897+171.3% | $3,332+217.3% |
| Admin fee / account holder | $7,043 | $3,840+83.4% | $5,194+35.6% | $4,645+51.6% |