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 | $221,033 | $111,814+97.7% | $103,374+113.8% | $145,959+51.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,662 | $4,214-13.1% | $3,869-5.4% | $4,661-21.4% |
| Participant deferral / active EE | $6,576 | $5,618+17.0% | $5,058+30.0% | $6,689-1.7% |
| Admin fee / account holder | $344 | $9,754-96.5% | $8,394-95.9% | $13,398-97.4% |