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 | $208,626 | $115,770+80.2% | $101,248+106.1% | $158,922+31.3% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 16.64% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $7,785 | $4,175+86.5% | $3,660+112.7% | $4,761+63.5% |
| Participant deferral / active EE | $10,451 | $4,957+110.8% | $4,370+139.2% | $5,982+74.7% |
| Admin fee / account holder | $4,785 | $7,245-34.0% | $5,945-19.5% | $11,246-57.4% |