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 5-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 | $210,349 | $111,754+88.2% | $103,333+103.6% | $145,922+44.2% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 62.53% | 24.77%+37.8pp | 24.88%+37.7pp | 561.29%-498.8pp |
| Employer contribution / active EE | $2,652 | $4,212-37.0% | $3,868-31.4% | $4,660-43.1% |
| Participant deferral / active EE | $4,212 | $5,619-25.0% | $5,057-16.7% | $6,688-37.0% |
| Admin fee / account holder | $442 | $9,750-95.5% | $8,355-94.7% | $13,397-96.7% |