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 | $227,491 | $124,319+83.0% | $111,297+104.4% | $167,490+35.8% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.84% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,805 | $3,435-18.4% | $2,731+2.7% | $4,837-42.0% |
| Participant deferral / active EE | $9,397 | $5,180+81.4% | $4,487+109.4% | $6,341+48.2% |
| Admin fee / account holder | $325 | $10,618-96.9% | $7,964-95.9% | $12,309-97.4% |