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 | $211,776 | $154,117+37.4% | $129,995+62.9% | $139,434+51.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 12.23% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $13,071 | $5,289+147.1% | $4,320+202.6% | $4,751+175.1% |
| Participant deferral / active EE | $8,431 | $6,710+25.7% | $5,820+44.9% | $6,710+25.6% |
| Admin fee / account holder | $2,593 | $14,007-81.5% | $10,614-75.6% | $11,403-77.3% |