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 | $241,177 | $117,983+104.4% | $101,794+136.9% | $142,382+69.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.96% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,019 | $2,773-63.3% | $2,289-55.5% | $4,299-76.3% |
| Participant deferral / active EE | $5,389 | $4,714+14.3% | $4,084+32.0% | $6,507-17.2% |
| Admin fee / account holder | $3,808 | $10,433-63.5% | $8,777-56.6% | $12,624-69.8% |