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 | $208,131 | $107,334+93.9% | $92,893+124.1% | $152,861+36.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 20.23% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,166 | $4,221-72.4% | $3,653-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $5,917 | $4,845+22.1% | $4,236+39.7% | $5,850+1.1% |
| Admin fee / account holder | $24,367 | $7,079+244.2% | $5,794+320.6% | $11,596+110.1% |