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 | $230,149 | $179,726+28.1% | $156,263+47.3% | $142,382+61.6% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.82% | 77.86%-61.0pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,872 | $5,069-63.1% | $4,333-56.8% | $4,299-56.4% |
| Participant deferral / active EE | $2,470 | $6,956-64.5% | $6,158-59.9% | $6,507-62.0% |
| Admin fee / account holder | $5,084 | $17,272-70.6% | $14,255-64.3% | $12,624-59.7% |