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 | $214,847 | $111,724+92.3% | $93,606+129.5% | $145,922+47.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.08% | 202.98%-185.9pp | 133.20%-116.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,441 | $3,090-21.0% | $2,420+0.9% | $4,660-47.6% |
| Participant deferral / active EE | $12,410 | $4,912+152.7% | $4,411+181.3% | $6,688+85.6% |
| Admin fee / account holder | $4,595 | $10,250-55.2% | $8,285-44.5% | $13,397-65.7% |