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 | $242,139 | $157,256+54.0% | $141,162+71.5% | $152,861+58.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 20.39% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,743 | $5,261-28.9% | $4,735-21.0% | $4,762-21.4% |
| Participant deferral / active EE | $9,206 | $7,109+29.5% | $6,709+37.2% | $5,850+57.4% |
| Admin fee / account holder | $4,485 | $12,120-63.0% | $10,261-56.3% | $11,596-61.3% |