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 | $235,852 | $111,814+110.9% | $103,374+128.2% | $145,959+61.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.31% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,451 | $4,214-41.8% | $3,869-36.7% | $4,661-47.4% |
| Participant deferral / active EE | $3,329 | $5,618-40.8% | $5,058-34.2% | $6,689-50.2% |
| Admin fee / account holder | $37,965 | $9,754+289.2% | $8,394+352.3% | $13,398+183.4% |