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 | $210,319 | $88,751+137.0% | $81,812+157.1% | $145,922+44.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 12.94% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,197 | $3,083-61.2% | $2,912-58.9% | $4,660-74.3% |
| Participant deferral / active EE | $2,101 | $4,643-54.8% | $4,319-51.4% | $6,688-68.6% |
| Admin fee / account holder | $3,326 | $8,415-60.5% | $7,386-55.0% | $13,397-75.2% |