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 | $232,312 | $111,754+107.9% | $103,333+124.8% | $145,922+59.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 19.44% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,639 | $4,212-61.1% | $3,868-57.6% | $4,660-64.8% |
| Participant deferral / active EE | $3,221 | $5,619-42.7% | $5,057-36.3% | $6,688-51.8% |
| Admin fee / account holder | $12,000 | $9,750+23.1% | $8,355+43.6% | $13,397-10.4% |