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 | $238,065 | $105,126+126.5% | $94,646+151.5% | $139,434+70.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 13.44% | 38.03%-24.6pp | 156.71%-143.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,389 | $4,106-41.8% | $3,672-34.9% | $4,751-49.7% |
| Participant deferral / active EE | $8,668 | $7,599+14.1% | $7,418+16.9% | $6,710+29.2% |
| Admin fee / account holder | $66,143 | $8,984+636.2% | $7,231+814.8% | $11,403+480.1% |