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 | $218,495 | $104,664+108.8% | $85,682+155.0% | $167,490+30.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.14% | 21.45%-9.3pp | 21.49%-9.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,513 | $3,337+5.3% | $2,618+34.2% | $4,837-27.4% |
| Participant deferral / active EE | $9,106 | $4,824+88.7% | $3,923+132.1% | $6,341+43.6% |
| Admin fee / account holder | $41,018 | $10,032+308.9% | $6,873+496.8% | $12,309+233.2% |