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 | $207,255 | $162,781+27.3% | $133,956+54.7% | $158,922+30.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 11.26% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,865 | $4,975-62.5% | $3,919-52.4% | $4,761-60.8% |
| Participant deferral / active EE | $13,170 | $5,911+122.8% | $5,048+160.9% | $5,982+120.2% |
| Admin fee / account holder | $1,882 | $11,736-84.0% | $8,927-78.9% | $11,246-83.3% |