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 | $229,852 | $175,202+31.2% | $149,673+53.6% | $139,434+64.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.13% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,802 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $6,586 | $6,519+1.0% | $5,680+16.0% | $6,710-1.8% |
| Admin fee / account holder | $3,441 | $16,150-78.7% | $13,210-74.0% | $11,403-69.8% |