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 | $227,349 | $154,117+47.5% | $129,995+74.9% | $139,434+63.1% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 17.47% | 32.48%-15.0pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,059 | $5,289-42.2% | $4,320-29.2% | $4,751-35.6% |
| Participant deferral / active EE | $7,166 | $6,710+6.8% | $5,820+23.1% | $6,710+6.8% |
| Admin fee / account holder | $2,269 | $14,007-83.8% | $10,614-78.6% | $11,403-80.1% |