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 | $207,744 | $148,534+39.9% | $135,903+52.9% | $139,434+49.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.53% | 79.19%-52.7pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,059 | $5,243-22.6% | $4,856-16.4% | $4,751-14.6% |
| Participant deferral / active EE | $8,891 | $8,100+9.8% | $7,758+14.6% | $6,710+32.5% |
| Admin fee / account holder | $357 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |