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 | $198,190 | $108,919+82.0% | $100,391+97.4% | $145,922+35.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 17.17% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,185 | $4,419-50.6% | $3,942-44.6% | $4,660-53.1% |
| Participant deferral / active EE | $4,765 | $8,445-43.6% | $8,082-41.0% | $6,688-28.8% |
| Admin fee / account holder | $4,835 | $9,689-50.1% | $7,899-38.8% | $13,397-63.9% |