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 | $225,707 | $127,264+77.4% | $109,895+105.4% | $167,490+34.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 21.95% | 22.97%-1.0pp | 29.45%-7.5pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,653 | $3,322-50.2% | $2,842-41.8% | $4,837-65.8% |
| Participant deferral / active EE | $5,274 | $4,514+16.8% | $4,048+30.3% | $6,341-16.8% |
| Admin fee / account holder | $9,012 | $7,114+26.7% | $6,066+48.6% | $12,309-26.8% |