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 | $213,927 | $107,334+99.3% | $92,893+130.3% | $152,861+39.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 17.95% | 145.58%-127.6pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,684 | $4,221-12.7% | $3,653+0.8% | $4,762-22.6% |
| Participant deferral / active EE | $8,203 | $4,845+69.3% | $4,236+93.6% | $5,850+40.2% |
| Admin fee / account holder | $1,947 | $7,079-72.5% | $5,794-66.4% | $11,596-83.2% |