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 | $228,142 | $154,117+48.0% | $129,995+75.5% | $139,434+63.6% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 19.96% | 32.48%-12.5pp | -137.18%+157.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $4,903 | $5,289-7.3% | $4,320+13.5% | $4,751+3.2% |
| Participant deferral / active EE | $6,150 | $6,710-8.3% | $5,820+5.7% | $6,710-8.3% |
| Admin fee / account holder | $8,371 | $14,007-40.2% | $10,614-21.1% | $11,403-26.6% |