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 | $217,417 | $135,952+59.9% | $123,892+75.5% | $273,961-20.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.80% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,553 | $5,170-50.6% | $4,617-44.7% | $4,869-47.6% |
| Participant deferral / active EE | $7,987 | $6,343+25.9% | $5,984+33.5% | $5,287+51.1% |
| Admin fee / account holder | $52,842 | $9,817+438.3% | $8,357+532.3% | $10,132+421.5% |