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 | $209,411 | $152,587+37.2% | $125,175+67.3% | $152,861+37.0% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 14.21% | 54.84%-40.6pp | 43.79%-29.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,572 | $4,946-27.8% | $3,865-7.6% | $4,762-25.0% |
| Participant deferral / active EE | $7,754 | $5,868+32.1% | $4,937+57.1% | $5,850+32.5% |
| Admin fee / account holder | $2,441 | $13,434-81.8% | $9,702-74.8% | $11,596-78.9% |