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 | $204,271 | $112,096+82.2% | $95,952+112.9% | $158,922+28.5% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 11.25% | 171.09%-159.8pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,755 | $3,198-45.1% | $2,541-30.9% | $4,761-63.1% |
| Participant deferral / active EE | $2,499 | $4,784-47.8% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $5,991 | $10,130-40.9% | $6,795-11.8% | $11,246-46.7% |