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 | $215,398 | $107,934+99.6% | $91,989+134.2% | $152,861+40.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 25.85% | 89.24%-63.4pp | 69.02%-43.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,476 | $4,210-64.9% | $3,452-57.2% | $4,762-69.0% |
| Participant deferral / active EE | $2,672 | $6,364-58.0% | $5,923-54.9% | $5,850-54.3% |
| Admin fee / account holder | $36,672 | $10,520+248.6% | $7,743+373.6% | $11,596+216.2% |