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 5-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 | $201,817 | $92,703+117.7% | $82,719+144.0% | $134,475+50.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 20.16% | 944.92%-924.8pp | 701.18%-681.0pp | 417.96%-397.8pp |
| Employer contribution / active EE | $3,563 | $3,274+8.8% | $3,009+18.4% | $4,740-24.8% |
| Participant deferral / active EE | $4,325 | $4,802-9.9% | $4,395-1.6% | $6,400-32.4% |
| Admin fee / account holder | $961 | $5,983-83.9% | $5,329-82.0% | $11,426-91.6% |