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 | $215,861 | $111,724+93.2% | $93,606+130.6% | $145,922+47.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 8.62% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,785 | $3,090-42.2% | $2,420-26.2% | $4,660-61.7% |
| Participant deferral / active EE | $5,669 | $4,912+15.4% | $4,411+28.5% | $6,688-15.2% |
| Admin fee / account holder | $16,537 | $10,250+61.3% | $8,285+99.6% | $13,397+23.4% |