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 | $233,274 | $124,319+87.6% | $111,297+109.6% | $167,490+39.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 11.56% | 37.44%-25.9pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,321 | $3,435-3.3% | $2,731+21.6% | $4,837-31.3% |
| Participant deferral / active EE | $13,264 | $5,180+156.0% | $4,487+195.6% | $6,341+109.2% |
| Admin fee / account holder | $693 | $10,618-93.5% | $7,964-91.3% | $12,309-94.4% |