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 | $226,002 | $110,502+104.5% | $80,716+180.0% | $167,490+34.9% |
| Participation rate | 87.5% | 64.0%+23.5pp | 54.2%+33.3pp | 82.1%+5.4pp |
| Annual return | 16.16% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,261 | $1,543-18.3% | $1,160+8.7% | $4,837-73.9% |
| Participant deferral / active EE | $5,923 | $2,871+106.3% | $2,146+176.0% | $6,341-6.6% |
| Admin fee / account holder | $2,561 | $4,545-43.7% | $3,380-24.2% | $12,309-79.2% |