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 | $189,356 | $144,119+31.4% | $117,854+60.7% | $147,584+28.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 14.03% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,217 | $4,896-54.7% | $3,786-41.5% | $4,876-54.5% |
| Participant deferral / active EE | $9,250 | $5,316+74.0% | $4,482+106.4% | $5,439+70.1% |
| Admin fee / account holder | $1,619 | $10,886-85.1% | $8,020-79.8% | $10,885-85.1% |