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 | $248,427 | $155,788+59.5% | $124,672+99.3% | $167,490+48.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 10.89% | 17.97%-7.1pp | 5142.93%-5132.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,685 | $4,163-35.5% | $3,324-19.2% | $4,837-44.5% |
| Participant deferral / active EE | $7,147 | $5,673+26.0% | $4,614+54.9% | $6,341+12.7% |
| Admin fee / account holder | $2,366 | $9,531-75.2% | $7,493-68.4% | $12,309-80.8% |