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 | $230,219 | $118,680+94.0% | $98,907+132.8% | $158,922+44.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 16.19% | 372.35%-356.2pp | 196.43%-180.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,951 | $3,333-11.5% | $2,689+9.7% | $4,761-38.0% |
| Participant deferral / active EE | $5,913 | $5,088+16.2% | $4,244+39.3% | $5,982-1.2% |
| Admin fee / account holder | $2,334 | $10,131-77.0% | $6,642-64.9% | $11,246-79.2% |