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 | $180,899 | $112,881+60.3% | $90,951+98.9% | $158,922+13.8% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 17.57% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,474 | $2,893-49.0% | $2,122-30.5% | $4,761-69.0% |
| Participant deferral / active EE | $2,531 | $4,128-38.7% | $3,373-25.0% | $5,982-57.7% |
| Admin fee / account holder | $911 | $8,041-88.7% | $5,959-84.7% | $11,246-91.9% |