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 | $223,804 | $121,625+84.0% | $104,607+113.9% | $158,922+40.8% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 13.23% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,049 | $3,163-35.2% | $2,681-23.6% | $4,761-57.0% |
| Participant deferral / active EE | $5,682 | $4,177+36.0% | $3,740+51.9% | $5,982-5.0% |
| Admin fee / account holder | $1,503 | $7,787-80.7% | $6,473-76.8% | $11,246-86.6% |