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 | $233,170 | $115,882+101.2% | $100,516+132.0% | $158,922+46.7% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 17.74% | 34.79%-17.0pp | 30.89%-13.1pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,519 | $4,103+34.5% | $3,418+61.5% | $4,761+15.9% |
| Participant deferral / active EE | $12,878 | $6,674+93.0% | $6,270+105.4% | $5,982+115.3% |
| Admin fee / account holder | $5,051 | $10,995-54.1% | $8,081-37.5% | $11,246-55.1% |