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 | $193,440 | $110,261+75.4% | $95,745+102.0% | $139,434+38.7% |
| Participation rate | 84.6% | 75.8%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 17.33% | 27.11%-9.8pp | 28.35%-11.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,164 | $3,257-33.6% | $2,835-23.7% | $4,751-54.5% |
| Participant deferral / active EE | $3,782 | $4,676-19.1% | $4,245-10.9% | $6,710-43.6% |
| Admin fee / account holder | $8,951 | $6,613+35.4% | $5,678+57.6% | $11,403-21.5% |