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 | $246,148 | $117,841+108.9% | $102,423+140.3% | $145,922+68.7% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 12.87% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,530 | $3,615-2.3% | $3,023+16.8% | $4,660-24.2% |
| Participant deferral / active EE | $8,700 | $5,731+51.8% | $5,053+72.2% | $6,688+30.1% |
| Admin fee / account holder | $1,690 | $13,326-87.3% | $9,451-82.1% | $13,397-87.4% |