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 | $191,093 | $132,634+44.1% | $115,768+65.1% | $137,256+39.2% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.4%+20.1pp | 80.0%+14.5pp |
| Annual return | 15.63% | 160.70%-145.1pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,631 | $3,360-21.7% | $2,940-10.5% | $4,156-36.7% |
| Participant deferral / active EE | $6,508 | $5,619+15.8% | $4,917+32.4% | $6,407+1.6% |
| Admin fee / account holder | $2,268 | $15,028-84.9% | $12,439-81.8% | $12,270-81.5% |