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 | $216,270 | $149,734+44.4% | $118,925+81.9% | $158,922+36.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 15.35% | 19.95%-4.6pp | 35.88%-20.5pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,271 | $4,115-44.8% | $3,263-30.4% | $4,761-52.3% |
| Participant deferral / active EE | $6,536 | $5,223+25.1% | $4,265+53.2% | $5,982+9.3% |
| Admin fee / account holder | $1,859 | $8,603-78.4% | $6,581-71.7% | $11,246-83.5% |