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 | $178,881 | $150,187+19.1% | $120,354+48.6% | $145,922+22.6% |
| Participation rate | 81.8% | 78.8%+3.1pp | 71.9%+9.9pp | 80.3%+1.5pp |
| Annual return | 25.91% | 154.07%-128.2pp | 107.15%-81.2pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,153 | $4,348-50.5% | $3,463-37.8% | $4,660-53.8% |
| Participant deferral / active EE | $4,507 | $6,173-27.0% | $4,991-9.7% | $6,688-32.6% |
| Admin fee / account holder | $5,638 | $12,207-53.8% | $9,423-40.2% | $13,397-57.9% |