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 | $226,808 | $152,587+48.6% | $125,175+81.2% | $152,861+48.4% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 21.69% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,758 | $4,946-44.2% | $3,865-28.6% | $4,762-42.1% |
| Participant deferral / active EE | $6,896 | $5,868+17.5% | $4,937+39.7% | $5,850+17.9% |
| Admin fee / account holder | $42,684 | $13,434+217.7% | $9,702+339.9% | $11,596+268.1% |