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 | $222,046 | $99,652+122.8% | $78,778+181.9% | $147,584+50.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 13.27% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $5,385 | $2,796+92.6% | $1,986+171.2% | $4,876+10.4% |
| Participant deferral / active EE | $3,470 | $3,664-5.3% | $2,958+17.3% | $5,439-36.2% |
| Admin fee / account holder | $24,367 | $7,155+240.5% | $5,134+374.6% | $10,885+123.9% |