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 | $207,657 | $107,334+93.5% | $92,893+123.5% | $152,861+35.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 26.09% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,513 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,628 | $4,845-25.1% | $4,236-14.3% | $5,850-38.0% |
| Admin fee / account holder | $3,495 | $7,079-50.6% | $5,794-39.7% | $11,596-69.9% |