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 | $212,481 | $109,982+93.2% | $97,226+118.5% | $145,922+45.6% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 18.16% | 242.90%-224.7pp | 75.13%-57.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,886 | $3,084-6.4% | $2,729+5.8% | $4,660-38.1% |
| Participant deferral / active EE | $7,565 | $4,676+61.8% | $4,264+77.4% | $6,688+13.1% |
| Admin fee / account holder | $3,803 | $6,221-38.9% | $5,654-32.7% | $13,397-71.6% |