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 | $222,764 | $175,202+27.1% | $149,673+48.8% | $139,434+59.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.39% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,464 | $5,474-73.3% | $4,818-69.6% | $4,751-69.2% |
| Participant deferral / active EE | $6,783 | $6,519+4.1% | $5,680+19.4% | $6,710+1.1% |
| Admin fee / account holder | $1,220 | $16,150-92.4% | $13,210-90.8% | $11,403-89.3% |