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 | $231,137 | $111,301+107.7% | $112,977+104.6% | $158,922+45.4% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 13.43% | 26.40%-13.0pp | 24.24%-10.8pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,582 | $4,471-42.3% | $4,255-39.3% | $4,761-45.8% |
| Participant deferral / active EE | $11,453 | $5,880+94.8% | $5,836+96.2% | $5,982+91.4% |
| Admin fee / account holder | $23,509 | $8,392+180.1% | $6,294+273.5% | $11,246+109.0% |