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 | $235,417 | $227,553+3.5% | $189,557+24.2% | $167,490+40.6% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 11.59% | 78.40%-66.8pp | 64.17%-52.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,037 | $5,316-42.9% | $4,412-31.2% | $4,837-37.2% |
| Participant deferral / active EE | $8,830 | $7,002+26.1% | $6,174+43.0% | $6,341+39.3% |
| Admin fee / account holder | $10,276 | $11,878-13.5% | $9,807+4.8% | $12,309-16.5% |