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 | $213,671 | $111,301+92.0% | $112,977+89.1% | $158,922+34.5% |
| Participation rate | 95.2% | 83.5%+11.7pp | 82.6%+12.7pp | 82.0%+13.3pp |
| Annual return | 26.75% | 26.40%+0.3pp | 24.24%+2.5pp | 302.83%-276.1pp |
| Employer contribution / active EE | $11,460 | $4,471+156.3% | $4,255+169.4% | $4,761+140.7% |
| Participant deferral / active EE | $7,266 | $5,880+23.6% | $5,836+24.5% | $5,982+21.5% |
| Admin fee / account holder | $1,364 | $8,392-83.8% | $6,294-78.3% | $11,246-87.9% |