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 | $203,543 | $172,111+18.3% | $150,298+35.4% | $137,256+48.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.29% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,146 | $4,636-53.7% | $4,154-48.3% | $4,156-48.4% |
| Participant deferral / active EE | $8,138 | $6,166+32.0% | $5,453+49.3% | $6,407+27.0% |
| Admin fee / account holder | $7,254 | $16,471-56.0% | $14,116-48.6% | $12,270-40.9% |