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 | $196,895 | $148,534+32.6% | $135,903+44.9% | $139,434+41.2% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 31.19% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $5,015 | $5,243-4.4% | $4,856+3.3% | $4,751+5.6% |
| Participant deferral / active EE | $8,327 | $8,100+2.8% | $7,758+7.3% | $6,710+24.1% |
| Admin fee / account holder | $2,829 | $12,400-77.2% | $10,762-73.7% | $11,403-75.2% |