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 | $212,223 | $162,781+30.4% | $133,956+58.4% | $158,922+33.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.97% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,719 | $4,975-65.4% | $3,919-56.1% | $4,761-63.9% |
| Participant deferral / active EE | $4,549 | $5,911-23.0% | $5,048-9.9% | $5,982-23.9% |
| Admin fee / account holder | $7,472 | $11,736-36.3% | $8,927-16.3% | $11,246-33.6% |