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 | $199,917 | $176,377+13.3% | $134,143+49.0% | $158,922+25.8% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 14.05% | 63.63%-49.6pp | 36.33%-22.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,403 | $5,040-72.2% | $3,704-62.1% | $4,761-70.5% |
| Participant deferral / active EE | $8,729 | $4,091+113.4% | $3,499+149.5% | $5,982+45.9% |
| Admin fee / account holder | $24,017 | $8,718+175.5% | $6,684+259.3% | $11,246+113.6% |