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 | $188,445 | $154,117+22.3% | $129,995+45.0% | $139,434+35.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 25.13% | 32.48%-7.3pp | -137.18%+162.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $3,142 | $5,289-40.6% | $4,320-27.3% | $4,751-33.9% |
| Participant deferral / active EE | $10,492 | $6,710+56.4% | $5,820+80.3% | $6,710+56.4% |
| Admin fee / account holder | $461 | $14,007-96.7% | $10,614-95.7% | $11,403-96.0% |