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 | $215,518 | $172,111+25.2% | $150,298+43.4% | $137,256+57.0% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 17.02% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,738 | $4,636-62.5% | $4,154-58.2% | $4,156-58.2% |
| Participant deferral / active EE | $4,149 | $6,166-32.7% | $5,453-23.9% | $6,407-35.2% |
| Admin fee / account holder | $1,715 | $16,471-89.6% | $14,116-87.9% | $12,270-86.0% |