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 | $200,180 | $126,519+58.2% | $106,201+88.5% | $145,959+37.1% |
| Participation rate | 73.7% | 77.7%-4.0pp | 75.3%-1.6pp | 80.3%-6.6pp |
| Annual return | 17.66% | 225.10%-207.4pp | 116.26%-98.6pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,072 | $3,726-71.2% | $3,170-66.2% | $4,661-77.0% |
| Participant deferral / active EE | $7,014 | $5,716+22.7% | $5,012+39.9% | $6,689+4.9% |
| Admin fee / account holder | $2,748 | $17,312-84.1% | $11,039-75.1% | $13,398-79.5% |