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 7-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 | $189,703 | $118,849+59.6% | $96,562+96.5% | $167,490+13.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.28% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,447 | $3,120+10.5% | $2,356+46.3% | $4,837-28.8% |
| Participant deferral / active EE | $11,441 | $4,616+147.9% | $3,849+197.3% | $6,341+80.4% |
| Admin fee / account holder | $1,741 | $8,065-78.4% | $6,181-71.8% | $12,309-85.9% |