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 | $205,079 | $108,912+88.3% | $100,383+104.3% | $145,959+40.5% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 10.92% | 57.96%-47.0pp | 49.26%-38.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,936 | $4,423-56.2% | $3,944-50.9% | $4,661-58.5% |
| Participant deferral / active EE | $6,077 | $8,451-28.1% | $8,086-24.8% | $6,689-9.1% |
| Admin fee / account holder | $18,055 | $9,690+86.3% | $7,900+128.6% | $13,398+34.8% |