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 | $210,286 | $99,985+110.3% | $146,665+43.4% | $85,850+144.9% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 48.08% | 18.93%+29.1pp | 22.74%+25.3pp | 318.53%-270.5pp |
| Employer contribution / active EE | $2,881 | $2,559+12.6% | $4,136-30.3% | $2,565+12.3% |
| Participant deferral / active EE | $4,366 | $4,006+9.0% | $5,506-20.7% | $3,952+10.5% |
| Admin fee / account holder | $18,939 | $7,702+145.9% | $10,280+84.2% | $6,260+202.5% |