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 8-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 | $220,639 | $214,378+2.9% | $200,582+10.0% | $142,382+55.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 18.27% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,428 | $6,841-64.5% | $6,419-62.2% | $4,299-43.5% |
| Participant deferral / active EE | $12,136 | $9,865+23.0% | $9,331+30.1% | $6,507+86.5% |
| Admin fee / account holder | $4,756 | $17,692-73.1% | $16,305-70.8% | $12,624-62.3% |