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 | $225,482 | $162,781+38.5% | $133,956+68.3% | $158,922+41.9% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 14.58% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,193 | $4,975-76.0% | $3,919-69.6% | $4,761-74.9% |
| Participant deferral / active EE | $2,653 | $5,911-55.1% | $5,048-47.4% | $5,982-55.7% |
| Admin fee / account holder | $3,946 | $11,736-66.4% | $8,927-55.8% | $11,246-64.9% |