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 | $202,496 | $133,922+51.2% | $116,228+74.2% | $142,382+42.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 16.55% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,269 | $3,446-34.1% | $2,994-24.2% | $4,299-47.2% |
| Participant deferral / active EE | $8,737 | $5,672+54.0% | $4,953+76.4% | $6,507+34.3% |
| Admin fee / account holder | $853 | $14,945-94.3% | $11,989-92.9% | $12,624-93.2% |