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 | $222,866 | $106,515+109.2% | $96,683+130.5% | $139,434+59.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 17.75% | 38.43%-20.7pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,506 | $4,103-38.9% | $3,737-32.9% | $4,751-47.3% |
| Participant deferral / active EE | $10,580 | $5,454+94.0% | $4,878+116.9% | $6,710+57.7% |
| Admin fee / account holder | $3,724 | $7,877-52.7% | $6,730-44.7% | $11,403-67.3% |