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 | $248,384 | $127,777+94.4% | $106,548+133.1% | $167,490+48.3% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 13.96% | 33.87%-19.9pp | 26.80%-12.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,763 | $3,427+68.2% | $2,819+104.5% | $4,837+19.1% |
| Participant deferral / active EE | $12,301 | $5,087+141.8% | $4,398+179.7% | $6,341+94.0% |
| Admin fee / account holder | $2,510 | $11,228-77.6% | $7,407-66.1% | $12,309-79.6% |