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 | $229,866 | $152,587+50.6% | $125,175+83.6% | $152,861+50.4% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 22.38% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,651 | $5,868-20.7% | $4,937-5.8% | $5,850-20.5% |
| Admin fee / account holder | $10,060 | $13,434-25.1% | $9,702+3.7% | $11,596-13.2% |