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 | $246,847 | $142,405+73.3% | $115,157+114.4% | $152,861+61.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 21.85% | 41.48%-19.6pp | 35.60%-13.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,053 | $4,010-48.8% | $3,179-35.4% | $4,762-56.9% |
| Participant deferral / active EE | $2,512 | $5,164-51.4% | $4,168-39.7% | $5,850-57.1% |
| Admin fee / account holder | $24,777 | $8,462+192.8% | $7,088+249.6% | $11,596+113.7% |