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 | $187,470 | $104,907+78.7% | $84,611+121.6% | $152,861+22.6% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 235.82% | 373.79%-138.0pp | 258.74%-22.9pp | 345.32%-109.5pp |
| Employer contribution / active EE | $1,365 | $3,302-58.7% | $2,652-48.5% | $4,762-71.3% |
| Participant deferral / active EE | $6,341 | $4,688+35.3% | $3,899+62.6% | $5,850+8.4% |
| Admin fee / account holder | $7,097 | $6,241+13.7% | $4,912+44.5% | $11,596-38.8% |