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 | $180,876 | $104,974+72.3% | $95,585+89.2% | $142,382+27.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 20.35% | 210.33%-190.0pp | 38.56%-18.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,341 | $2,779-15.7% | $2,527-7.3% | $4,299-45.5% |
| Participant deferral / active EE | $6,223 | $4,352+43.0% | $4,023+54.7% | $6,507-4.4% |
| Admin fee / account holder | $2,262 | $6,386-64.6% | $6,127-63.1% | $12,624-82.1% |