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 | $213,560 | $117,983+81.0% | $101,794+109.8% | $142,382+50.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.87% | 36.92%-24.0pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,277 | $2,773-53.9% | $2,289-44.2% | $4,299-70.3% |
| Participant deferral / active EE | $6,737 | $4,714+42.9% | $4,084+65.0% | $6,507+3.5% |
| Admin fee / account holder | $18,562 | $10,433+77.9% | $8,777+111.5% | $12,624+47.0% |