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 | $222,220 | $149,734+48.4% | $118,925+86.9% | $158,922+39.8% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.7pp |
| Annual return | 19.19% | 19.95%-0.8pp | 35.88%-16.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,938 | $4,115-52.9% | $3,263-40.6% | $4,761-59.3% |
| Participant deferral / active EE | $4,583 | $5,223-12.3% | $4,265+7.5% | $5,982-23.4% |
| Admin fee / account holder | $11,299 | $8,603+31.3% | $6,581+71.7% | $11,246+0.5% |