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 | $207,383 | $152,587+35.9% | $125,175+65.7% | $152,861+35.7% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 23.14% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,222 | $4,946-55.1% | $3,865-42.5% | $4,762-53.3% |
| Participant deferral / active EE | $8,501 | $5,868+44.9% | $4,937+72.2% | $5,850+45.3% |
| Admin fee / account holder | $2,014 | $13,434-85.0% | $9,702-79.2% | $11,596-82.6% |