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 | $214,778 | $102,616+109.3% | $81,983+162.0% | $158,922+35.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 15.26% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,625 | $3,240-19.0% | $2,498+5.1% | $4,761-44.9% |
| Participant deferral / active EE | $8,571 | $4,648+84.4% | $3,722+130.3% | $5,982+43.3% |
| Admin fee / account holder | $3,549 | $8,235-56.9% | $5,664-37.3% | $11,246-68.4% |