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 | $208,340 | $163,101+27.7% | $136,749+52.4% | $142,382+46.3% |
| Participation rate | 84.2% | 78.2%+6.0pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 18.59% | 27.54%-9.0pp | 24.33%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,722 | $4,117+87.6% | $3,400+127.2% | $4,299+79.6% |
| Participant deferral / active EE | $10,267 | $5,585+83.8% | $4,692+118.8% | $6,507+57.8% |
| Admin fee / account holder | $8,326 | $14,318-41.9% | $11,386-26.9% | $12,624-34.0% |