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 | $249,999 | $112,729+121.8% | $98,716+153.3% | $137,256+82.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 17.90% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $786 | $2,725-71.2% | $2,279-65.5% | $4,156-81.1% |
| Participant deferral / active EE | $2,822 | $4,640-39.2% | $4,048-30.3% | $6,407-56.0% |
| Admin fee / account holder | $5,165 | $10,129-49.0% | $8,703-40.7% | $12,270-57.9% |