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 | $210,156 | $102,616+104.8% | $81,983+156.3% | $158,922+32.2% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.2%+21.2pp | 82.0%+8.5pp |
| Annual return | 22.20% | 61.04%-38.8pp | 41.31%-19.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,903 | $3,240-41.3% | $2,498-23.8% | $4,761-60.0% |
| Participant deferral / active EE | $5,860 | $4,648+26.1% | $3,722+57.4% | $5,982-2.0% |
| Admin fee / account holder | $5,879 | $8,235-28.6% | $5,664+3.8% | $11,246-47.7% |