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 | $223,516 | $102,616+117.8% | $81,983+172.6% | $158,922+40.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 17.38% | 61.04%-43.7pp | 41.31%-23.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,783 | $3,240-45.0% | $2,498-28.6% | $4,761-62.6% |
| Participant deferral / active EE | $12,094 | $4,648+160.2% | $3,722+224.9% | $5,982+102.2% |
| Admin fee / account holder | $18,184 | $8,235+120.8% | $5,664+221.1% | $11,246+61.7% |