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 | $186,010 | $114,381+62.6% | $107,525+73.0% | $142,382+30.6% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 21.06% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,717 | $4,015+92.2% | $3,754+105.6% | $4,299+79.5% |
| Participant deferral / active EE | $6,249 | $5,564+12.3% | $5,116+22.2% | $6,507-4.0% |
| Admin fee / account holder | $2,780 | $9,860-71.8% | $8,919-68.8% | $12,624-78.0% |