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 | $172,900 | $74,888+130.9% | $71,209+142.8% | $142,382+21.4% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 15.49% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,188 | $2,854+11.7% | $2,721+17.1% | $4,299-25.9% |
| Participant deferral / active EE | $9,347 | $4,454+109.8% | $4,175+123.9% | $6,507+43.6% |
| Admin fee / account holder | $1,969 | $5,568-64.6% | $5,349-63.2% | $12,624-84.4% |