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 6-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 | $205,596 | $133,922+53.5% | $116,228+76.9% | $142,382+44.4% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 16.70% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,376 | $3,446-31.1% | $2,994-20.7% | $4,299-44.7% |
| Participant deferral / active EE | $11,877 | $5,672+109.4% | $4,953+139.8% | $6,507+82.5% |
| Admin fee / account holder | $5,884 | $14,945-60.6% | $11,989-50.9% | $12,624-53.4% |