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 8-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 | $231,269 | $117,983+96.0% | $101,794+127.2% | $142,382+62.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.34% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,789 | $2,773-35.5% | $2,289-21.8% | $4,299-58.4% |
| Participant deferral / active EE | $9,426 | $4,714+100.0% | $4,084+130.8% | $6,507+44.9% |
| Admin fee / account holder | $3,057 | $10,433-70.7% | $8,777-65.2% | $12,624-75.8% |