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 | $165,793 | $111,724+48.4% | $93,606+77.1% | $145,922+13.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 9.64% | 202.98%-193.3pp | 133.20%-123.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,809 | $3,090-41.4% | $2,420-25.2% | $4,660-61.2% |
| Participant deferral / active EE | $6,391 | $4,912+30.1% | $4,411+44.9% | $6,688-4.4% |
| Admin fee / account holder | $733 | $10,250-92.9% | $8,285-91.2% | $13,397-94.5% |