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 | $231,590 | $127,065+82.3% | $113,168+104.6% | $142,382+62.7% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 17.11% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $848 | $3,442-75.4% | $2,975-71.5% | $4,299-80.3% |
| Participant deferral / active EE | $8,042 | $5,716+40.7% | $5,107+57.5% | $6,507+23.6% |
| Admin fee / account holder | $5,362 | $15,736-65.9% | $12,068-55.6% | $12,624-57.5% |