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 | $216,975 | $111,754+94.2% | $103,333+110.0% | $145,922+48.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,871 | $4,212-31.8% | $3,868-25.8% | $4,660-38.4% |
| Participant deferral / active EE | $11,570 | $5,619+105.9% | $5,057+128.8% | $6,688+73.0% |
| Admin fee / account holder | $1,050 | $9,750-89.2% | $8,355-87.4% | $13,397-92.2% |