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 | $197,619 | $154,117+28.2% | $129,995+52.0% | $139,434+41.7% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 12.40% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,143 | $5,289-59.5% | $4,320-50.4% | $4,751-54.9% |
| Participant deferral / active EE | $7,910 | $6,710+17.9% | $5,820+35.9% | $6,710+17.9% |
| Admin fee / account holder | $20,449 | $14,007+46.0% | $10,614+92.6% | $11,403+79.3% |