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 | $203,634 | $118,849+71.3% | $96,562+110.9% | $167,490+21.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 16.15% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,494 | $3,120-52.1% | $2,356-36.6% | $4,837-69.1% |
| Participant deferral / active EE | $11,919 | $4,616+158.2% | $3,849+209.7% | $6,341+88.0% |
| Admin fee / account holder | $840 | $8,065-89.6% | $6,181-86.4% | $12,309-93.2% |