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 6-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 | $217,673 | $210,408+3.5% | $153,485+41.8% | $145,922+49.2% |
| Participation rate | 81.8% | 82.1%-0.3pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 11.07% | 13.37%-2.3pp | 15.65%-4.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $7,440 | $6,048+23.0% | $5,039+47.7% | $4,660+59.7% |
| Participant deferral / active EE | $14,332 | $7,975+79.7% | $6,757+112.1% | $6,688+114.3% |
| Admin fee / account holder | $2,148 | $19,419-88.9% | $12,724-83.1% | $13,397-84.0% |