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 | $218,373 | $126,574+72.5% | $106,213+105.6% | $145,922+49.7% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 21.38% | 224.79%-203.4pp | 116.14%-94.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $3,497 | $3,730-6.3% | $3,171+10.3% | $4,660-25.0% |
| Participant deferral / active EE | $9,682 | $5,724+69.2% | $5,016+93.0% | $6,688+44.8% |
| Admin fee / account holder | $1,894 | $17,304-89.1% | $11,033-82.8% | $13,397-85.9% |