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 | $249,423 | $127,777+95.2% | $106,548+134.1% | $167,490+48.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 10.68% | 33.87%-23.2pp | 26.80%-16.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,561 | $3,427-54.4% | $2,819-44.6% | $4,837-67.7% |
| Participant deferral / active EE | $2,900 | $5,087-43.0% | $4,398-34.1% | $6,341-54.3% |
| Admin fee / account holder | $10,873 | $11,228-3.2% | $7,407+46.8% | $12,309-11.7% |