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 | $206,021 | $162,781+26.6% | $133,956+53.8% | $158,922+29.6% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 9.78% | 41.94%-32.2pp | 45.09%-35.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,026 | $4,975-59.3% | $3,919-48.3% | $4,761-57.5% |
| Participant deferral / active EE | $5,967 | $5,911+0.9% | $5,048+18.2% | $5,982-0.3% |
| Admin fee / account holder | $27,879 | $11,736+137.5% | $8,927+212.3% | $11,246+147.9% |