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 4-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 | $212,824 | $105,126+102.4% | $94,646+124.9% | $139,434+52.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 13.96% | 38.03%-24.1pp | 156.71%-142.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,884 | $4,106-54.1% | $3,672-48.7% | $4,751-60.3% |
| Participant deferral / active EE | $7,808 | $7,599+2.7% | $7,418+5.3% | $6,710+16.4% |
| Admin fee / account holder | $1,330 | $8,984-85.2% | $7,231-81.6% | $11,403-88.3% |