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 | $174,682 | $111,724+56.4% | $93,606+86.6% | $145,922+19.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 19.79% | 202.98%-183.2pp | 133.20%-113.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,543 | $3,090-50.0% | $2,420-36.2% | $4,660-66.9% |
| Participant deferral / active EE | $3,519 | $4,912-28.4% | $4,411-20.2% | $6,688-47.4% |
| Admin fee / account holder | $8,904 | $10,250-13.1% | $8,285+7.5% | $13,397-33.5% |