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 | $132,634+55.0% | $115,768+77.6% | $137,256+49.8% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 16.70% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,376 | $3,360-29.3% | $2,940-19.2% | $4,156-42.8% |
| Participant deferral / active EE | $11,877 | $5,619+111.4% | $4,917+141.6% | $6,407+85.4% |
| Admin fee / account holder | $5,884 | $15,028-60.8% | $12,439-52.7% | $12,270-52.0% |