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 | $211,164 | $118,680+77.9% | $98,907+113.5% | $158,922+32.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 18.08% | 372.35%-354.3pp | 196.43%-178.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,516 | $3,333-54.5% | $2,689-43.6% | $4,761-68.2% |
| Participant deferral / active EE | $2,781 | $5,088-45.3% | $4,244-34.5% | $5,982-53.5% |
| Admin fee / account holder | $33,646 | $10,131+232.1% | $6,642+406.6% | $11,246+199.2% |