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 | $219,912 | $112,096+96.2% | $95,952+129.2% | $158,922+38.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 17.09% | 171.09%-154.0pp | 91.61%-74.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,146 | $3,198+92.2% | $2,541+141.9% | $4,761+29.1% |
| Participant deferral / active EE | $5,418 | $4,784+13.2% | $4,167+30.0% | $5,982-9.4% |
| Admin fee / account holder | $1,247 | $10,130-87.7% | $6,795-81.7% | $11,246-88.9% |