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 | $214,132 | $84,696+152.8% | $75,696+182.9% | $167,490+27.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 13.79% | 199.36%-185.6pp | 104.53%-90.7pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,511 | $3,230+39.7% | $2,743+64.5% | $4,837-6.8% |
| Participant deferral / active EE | $17,324 | $4,580+278.3% | $3,821+353.3% | $6,341+173.2% |
| Admin fee / account holder | $1,273 | $5,355-76.2% | $3,619-64.8% | $12,309-89.7% |