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 | $225,909 | $112,881+100.1% | $90,951+148.4% | $158,922+42.2% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 19.47% | 215.79%-196.3pp | 134.60%-115.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,581 | $2,893-45.4% | $2,122-25.5% | $4,761-66.8% |
| Participant deferral / active EE | $2,860 | $4,128-30.7% | $3,373-15.2% | $5,982-52.2% |
| Admin fee / account holder | $5,161 | $8,041-35.8% | $5,959-13.4% | $11,246-54.1% |