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 | $215,697 | $115,770+86.3% | $101,248+113.0% | $158,922+35.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 7.81% | 56.14%-48.3pp | 46.47%-38.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,039 | $4,175+44.7% | $3,660+65.0% | $4,761+26.8% |
| Participant deferral / active EE | $7,860 | $4,957+58.6% | $4,370+79.9% | $5,982+31.4% |
| Admin fee / account holder | $1,564 | $7,245-78.4% | $5,945-73.7% | $11,246-86.1% |