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 | $182,338 | $109,982+65.8% | $97,226+87.5% | $145,922+25.0% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 16.56% | 242.90%-226.3pp | 75.13%-58.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,787 | $3,084-42.1% | $2,729-34.5% | $4,660-61.6% |
| Participant deferral / active EE | $3,717 | $4,676-20.5% | $4,264-12.8% | $6,688-44.4% |
| Admin fee / account holder | $3,775 | $6,221-39.3% | $5,654-33.2% | $13,397-71.8% |