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 | $223,006 | $99,877+123.3% | $84,966+162.5% | $145,922+52.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 19.33% | 83.76%-64.4pp | 66.38%-47.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,423 | $3,231-56.0% | $2,727-47.8% | $4,660-69.5% |
| Participant deferral / active EE | $11,111 | $5,291+110.0% | $4,519+145.9% | $6,688+66.1% |
| Admin fee / account holder | $8,925 | $7,248+23.1% | $6,149+45.2% | $13,397-33.4% |