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 | $193,645 | $152,587+26.9% | $125,175+54.7% | $152,861+26.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 17.05% | 54.84%-37.8pp | 43.79%-26.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,457 | $4,946-30.1% | $3,865-10.6% | $4,762-27.4% |
| Participant deferral / active EE | $9,254 | $5,868+57.7% | $4,937+87.5% | $5,850+58.2% |
| Admin fee / account holder | $457 | $13,434-96.6% | $9,702-95.3% | $11,596-96.1% |