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 | $231,023 | $176,812+30.7% | $146,665+57.5% | $167,490+37.9% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 16.42% | 24.03%-7.6pp | 22.74%-6.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,904 | $5,160-43.7% | $4,136-29.8% | $4,837-40.0% |
| Participant deferral / active EE | $4,820 | $6,440-25.2% | $5,506-12.5% | $6,341-24.0% |
| Admin fee / account holder | $4,434 | $13,259-66.6% | $10,280-56.9% | $12,309-64.0% |