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 | $193,966 | $126,574+53.2% | $106,213+82.6% | $145,922+32.9% |
| Participation rate | 70.6% | 77.6%-7.0pp | 75.3%-4.7pp | 80.3%-9.7pp |
| Annual return | 22.26% | 224.79%-202.5pp | 116.14%-93.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,952 | $5,724-48.4% | $5,016-41.1% | $6,688-55.9% |
| Admin fee / account holder | $12,782 | $17,304-26.1% | $11,033+15.9% | $13,397-4.6% |