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 | $212,791 | $163,101+30.5% | $136,749+55.6% | $142,382+49.5% |
| Participation rate | 95.7% | 78.2%+17.4pp | 72.1%+23.5pp | 80.1%+15.5pp |
| Annual return | 19.07% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,958 | $4,117-3.9% | $3,400+16.4% | $4,299-7.9% |
| Participant deferral / active EE | $6,969 | $5,585+24.8% | $4,692+48.5% | $6,507+7.1% |
| Admin fee / account holder | $1,681 | $14,318-88.3% | $11,386-85.2% | $12,624-86.7% |