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 | $218,539 | $111,724+95.6% | $93,606+133.5% | $145,922+49.8% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 12.33% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,929 | $3,090-5.2% | $2,420+21.0% | $4,660-37.1% |
| Participant deferral / active EE | $10,950 | $4,912+122.9% | $4,411+148.2% | $6,688+63.7% |
| Admin fee / account holder | $38,472 | $10,250+275.3% | $8,285+364.3% | $13,397+187.2% |