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 | $240,622 | $127,264+89.1% | $109,895+119.0% | $167,490+43.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.2%+7.6pp | 82.1%-0.3pp |
| Annual return | 17.99% | 22.97%-5.0pp | 29.45%-11.5pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,476 | $3,322-55.6% | $2,842-48.1% | $4,837-69.5% |
| Participant deferral / active EE | $3,252 | $4,514-28.0% | $4,048-19.7% | $6,341-48.7% |
| Admin fee / account holder | $31,739 | $7,114+346.1% | $6,066+423.3% | $12,309+157.9% |