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 | $206,052 | $106,515+93.4% | $96,683+113.1% | $139,434+47.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 14.66% | 38.43%-23.8pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,501 | $4,103+9.7% | $3,737+20.4% | $4,751-5.3% |
| Participant deferral / active EE | $13,581 | $5,454+149.0% | $4,878+178.4% | $6,710+102.4% |
| Admin fee / account holder | $3,290 | $7,877-58.2% | $6,730-51.1% | $11,403-71.1% |