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 | $209,081 | $162,781+28.4% | $133,956+56.1% | $158,922+31.6% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 18.66% | 41.94%-23.3pp | 45.09%-26.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $8,667 | $4,975+74.2% | $3,919+121.2% | $4,761+82.0% |
| Participant deferral / active EE | $9,551 | $5,911+61.6% | $5,048+89.2% | $5,982+59.7% |
| Admin fee / account holder | $5,133 | $11,736-56.3% | $8,927-42.5% | $11,246-54.4% |