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 | $248,449 | $197,591+25.7% | $177,821+39.7% | $158,922+56.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 21.24% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,132 | $6,697-53.2% | $5,918-47.1% | $4,761-34.2% |
| Participant deferral / active EE | $3,786 | $8,405-55.0% | $7,714-50.9% | $5,982-36.7% |
| Admin fee / account holder | $1,368 | $15,399-91.1% | $12,427-89.0% | $11,246-87.8% |