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 | $244,199 | $85,022+187.2% | $70,515+246.3% | $139,434+75.1% |
| Participation rate | 86.7% | 73.9%+12.8pp | 68.3%+18.3pp | 80.3%+6.3pp |
| Annual return | 15.58% | 30.38%-14.8pp | 32.77%-17.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,044 | $5,890+87.5% | $4,567+141.8% | $6,710+64.6% |
| Admin fee / account holder | $14,449 | $8,906+62.2% | $6,412+125.3% | $11,403+26.7% |