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 | $235,994 | $126,574+86.4% | $106,213+122.2% | $145,922+61.7% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 11.28% | 224.79%-213.5pp | 116.14%-104.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,177 | $3,730-41.6% | $3,171-31.3% | $4,660-53.3% |
| Participant deferral / active EE | $8,045 | $5,724+40.6% | $5,016+60.4% | $6,688+20.3% |
| Admin fee / account holder | $2,352 | $17,304-86.4% | $11,033-78.7% | $13,397-82.4% |