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 | $199,821 | $107,334+86.2% | $92,893+115.1% | $152,861+30.7% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 21.98% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,462 | $4,221-65.4% | $3,653-60.0% | $4,762-69.3% |
| Participant deferral / active EE | $7,848 | $4,845+62.0% | $4,236+85.3% | $5,850+34.2% |
| Admin fee / account holder | $2,442 | $7,079-65.5% | $5,794-57.9% | $11,596-78.9% |