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 | $233,506 | $171,164+36.4% | $127,761+82.8% | $152,861+52.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.0%-4.0pp | 82.4%-7.4pp |
| Annual return | 17.01% | 23.54%-6.5pp | 26.14%-9.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,083 | $5,447-61.8% | $4,574-54.5% | $4,762-56.3% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18,945 | $14,530+30.4% | $9,395+101.6% | $11,596+63.4% |