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 | $212,462 | $149,734+41.9% | $118,925+78.7% | $158,922+33.7% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | 26.88% | 19.95%+6.9pp | 35.88%-9.0pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,682 | $4,115-59.1% | $3,263-48.4% | $4,761-64.7% |
| Participant deferral / active EE | $5,710 | $5,223+9.3% | $4,265+33.9% | $5,982-4.5% |
| Admin fee / account holder | $2,083 | $8,603-75.8% | $6,581-68.3% | $11,246-81.5% |