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 | $211,826 | $133,922+58.2% | $116,228+82.3% | $142,382+48.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 14.03% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,112 | $3,446-38.7% | $2,994-29.5% | $4,299-50.9% |
| Participant deferral / active EE | $3,874 | $5,672-31.7% | $4,953-21.8% | $6,507-40.5% |
| Admin fee / account holder | $12,066 | $14,945-19.3% | $11,989+0.6% | $12,624-4.4% |