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 | $239,030 | $98,240+143.3% | $82,313+190.4% | $147,584+62.0% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 17.25% | 30.85%-13.6pp | 25.88%-8.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,098 | $3,192-2.9% | $2,428+27.6% | $4,876-36.5% |
| Participant deferral / active EE | $5,282 | $4,383+20.5% | $3,706+42.5% | $5,439-2.9% |
| Admin fee / account holder | $1,302 | $8,563-84.8% | $5,608-76.8% | $10,885-88.0% |