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 | $181,479 | $105,181+72.5% | $159,436+13.8% | $85,850+111.4% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.8%-6.2pp | 69.3%+7.4pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $986 | $3,318-70.3% | $4,829-79.6% | $2,565-61.6% |
| Participant deferral / active EE | $2,999 | $5,945-49.6% | $7,352-59.2% | $3,952-24.1% |
| Admin fee / account holder | $15,201 | $6,933+119.2% | $10,799+40.8% | $6,260+142.8% |