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 | $211,269 | $163,101+29.5% | $136,749+54.5% | $142,382+48.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 16.15% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,180 | $4,117-47.0% | $3,400-35.9% | $4,299-49.3% |
| Participant deferral / active EE | $6,870 | $5,585+23.0% | $4,692+46.4% | $6,507+5.6% |
| Admin fee / account holder | $2,090 | $14,318-85.4% | $11,386-81.6% | $12,624-83.4% |