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 | $229,968 | $148,534+54.8% | $135,903+69.2% | $139,434+64.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.22% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $3,775 | $5,243-28.0% | $4,856-22.3% | $4,751-20.6% |
| Participant deferral / active EE | $7,500 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $8,088 | $12,400-34.8% | $10,762-24.8% | $11,403-29.1% |