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 | $198,284 | $165,984+19.5% | $164,813+20.3% | $145,922+35.9% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.28% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,176 | $5,273-58.7% | $4,341-49.9% | $4,660-53.3% |
| Participant deferral / active EE | $3,151 | $6,959-54.7% | $6,031-47.8% | $6,688-52.9% |
| Admin fee / account holder | $3,768 | $16,648-77.4% | $12,690-70.3% | $13,397-71.9% |