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 | $235,767 | $227,553+3.6% | $189,557+24.4% | $167,490+40.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 14.67% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,144 | $5,316-59.7% | $4,412-51.4% | $4,837-55.7% |
| Participant deferral / active EE | $5,753 | $7,002-17.8% | $6,174-6.8% | $6,341-9.3% |
| Admin fee / account holder | $1,710 | $11,878-85.6% | $9,807-82.6% | $12,309-86.1% |