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 | $216,473 | $172,111+25.8% | $150,298+44.0% | $137,256+57.7% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 14.41% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,668 | $4,636+87.0% | $4,154+108.7% | $4,156+108.6% |
| Participant deferral / active EE | $6,037 | $6,166-2.1% | $5,453+10.7% | $6,407-5.8% |
| Admin fee / account holder | $2,642 | $16,471-84.0% | $14,116-81.3% | $12,270-78.5% |