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 | $228,155 | $127,777+78.6% | $106,548+114.1% | $167,490+36.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 18.38% | 33.87%-15.5pp | 26.80%-8.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,335 | $3,427-31.9% | $2,819-17.2% | $4,837-51.7% |
| Participant deferral / active EE | $4,012 | $5,087-21.1% | $4,398-8.8% | $6,341-36.7% |
| Admin fee / account holder | $2,912 | $11,228-74.1% | $7,407-60.7% | $12,309-76.3% |