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 | $238,040 | $127,065+87.3% | $113,168+110.3% | $142,382+67.2% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 17.21% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,679 | $3,442-22.2% | $2,975-10.0% | $4,299-37.7% |
| Participant deferral / active EE | $6,739 | $5,716+17.9% | $5,107+32.0% | $6,507+3.6% |
| Admin fee / account holder | $33,591 | $15,736+113.5% | $12,068+178.4% | $12,624+166.1% |