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 | $234,135 | $154,117+51.9% | $129,995+80.1% | $139,434+67.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 16.09% | 32.48%-16.4pp | -137.18%+153.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,866 | $5,289-45.8% | $4,320-33.6% | $4,751-39.7% |
| Participant deferral / active EE | $5,798 | $6,710-13.6% | $5,820-0.4% | $6,710-13.6% |
| Admin fee / account holder | $2,630 | $14,007-81.2% | $10,614-75.2% | $11,403-76.9% |