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 | $234,038 | $118,680+97.2% | $98,907+136.6% | $158,922+47.3% |
| Participation rate | 73.3% | 77.8%-4.5pp | 76.0%-2.7pp | 82.0%-8.6pp |
| Annual return | 13.71% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $959 | $3,333-71.2% | $2,689-64.3% | $4,761-79.9% |
| Participant deferral / active EE | $4,800 | $5,088-5.6% | $4,244+13.1% | $5,982-19.8% |
| Admin fee / account holder | $1,374 | $10,131-86.4% | $6,642-79.3% | $11,246-87.8% |