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 | $191,324 | $74,888+155.5% | $71,209+168.7% | $142,382+34.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 15.43% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,010 | $2,854-64.6% | $2,721-62.9% | $4,299-76.5% |
| Participant deferral / active EE | $4,607 | $4,454+3.4% | $4,175+10.4% | $6,507-29.2% |
| Admin fee / account holder | $5,466 | $5,568-1.8% | $5,349+2.2% | $12,624-56.7% |