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 | $199,672 | $112,096+78.1% | $95,952+108.1% | $158,922+25.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 17.37% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,561 | $3,198-51.2% | $2,541-38.6% | $4,761-67.2% |
| Participant deferral / active EE | $2,960 | $4,784-38.1% | $4,167-29.0% | $5,982-50.5% |
| Admin fee / account holder | $3,996 | $10,130-60.6% | $6,795-41.2% | $11,246-64.5% |