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 | $216,645 | $124,319+74.3% | $111,297+94.7% | $167,490+29.3% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 41.23% | 37.44%+3.8pp | 54.65%-13.4pp | 478.56%-437.3pp |
| Employer contribution / active EE | $5,895 | $3,435+71.6% | $2,731+115.8% | $4,837+21.9% |
| Participant deferral / active EE | $5,147 | $5,180-0.7% | $4,487+14.7% | $6,341-18.8% |
| Admin fee / account holder | $1,951 | $10,618-81.6% | $7,964-75.5% | $12,309-84.1% |