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 | $199,362 | $148,534+34.2% | $135,903+46.7% | $139,434+43.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.29% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,916 | $5,243-44.4% | $4,856-40.0% | $4,751-38.6% |
| Participant deferral / active EE | $7,547 | $8,100-6.8% | $7,758-2.7% | $6,710+12.5% |
| Admin fee / account holder | $4,418 | $12,400-64.4% | $10,762-58.9% | $11,403-61.3% |