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 | $236,918 | $124,319+90.6% | $111,297+112.9% | $167,490+41.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 31.13% | 37.44%-6.3pp | 54.65%-23.5pp | 478.56%-447.4pp |
| Employer contribution / active EE | $1,876 | $3,435-45.4% | $2,731-31.3% | $4,837-61.2% |
| Participant deferral / active EE | $2,886 | $5,180-44.3% | $4,487-35.7% | $6,341-54.5% |
| Admin fee / account holder | $34,859 | $10,618+228.3% | $7,964+337.7% | $12,309+183.2% |