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 | $201,922 | $90,348+123.5% | $75,972+165.8% | $145,922+38.4% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.1%+9.9pp | 80.3%-1.3pp |
| Annual return | 14.85% | 620.88%-606.0pp | 359.55%-344.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,146 | $3,311-5.0% | $2,685+17.2% | $4,660-32.5% |
| Participant deferral / active EE | $5,683 | $5,162+10.1% | $4,255+33.6% | $6,688-15.0% |
| Admin fee / account holder | $11,662 | $8,467+37.7% | $6,467+80.3% | $13,397-12.9% |