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 | $236,267 | $157,256+50.2% | $141,162+67.4% | $152,861+54.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.75% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,512 | $5,261-33.2% | $4,735-25.8% | $4,762-26.3% |
| Participant deferral / active EE | $12,575 | $7,109+76.9% | $6,709+87.4% | $5,850+115.0% |
| Admin fee / account holder | $4,811 | $12,120-60.3% | $10,261-53.1% | $11,596-58.5% |