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 | $242,426 | $168,632+43.8% | $147,614+64.2% | $125,391+93.3% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -1.83% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,384 | $6,252-77.9% | $5,564-75.1% | $4,866-71.6% |
| Participant deferral / active EE | $1,879 | $5,507-65.9% | $4,895-61.6% | $5,352-64.9% |
| Admin fee / account holder | $1,692 | $13,580-87.5% | $11,611-85.4% | $9,540-82.3% |