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 | $228,642 | $179,726+27.2% | $156,263+46.3% | $142,382+60.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 33.01% | 77.86%-44.9pp | 59.47%-26.5pp | 217.08%-184.1pp |
| Employer contribution / active EE | $2,132 | $5,069-57.9% | $4,333-50.8% | $4,299-50.4% |
| Participant deferral / active EE | $9,105 | $6,956+30.9% | $6,158+47.8% | $6,507+39.9% |
| Admin fee / account holder | $79,449 | $17,272+360.0% | $14,255+457.4% | $12,624+529.4% |