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 | $217,981 | $228,332-4.5% | $185,823+17.3% | $158,922+37.2% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 15.28% | 40.80%-25.5pp | 35.95%-20.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $8,615 | $4,967+73.5% | $4,087+110.8% | $4,761+80.9% |
| Participant deferral / active EE | $6,441 | $6,415+0.4% | $5,632+14.4% | $5,982+7.7% |
| Admin fee / account holder | $3,555 | $11,864-70.0% | $9,500-62.6% | $11,246-68.4% |