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 | $223,708 | $84,696+164.1% | $75,696+195.5% | $167,490+33.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 15.65% | 199.36%-183.7pp | 104.53%-88.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,522 | $3,230-52.9% | $2,743-44.5% | $4,837-68.5% |
| Participant deferral / active EE | $13,379 | $4,580+192.1% | $3,821+250.1% | $6,341+111.0% |
| Admin fee / account holder | $567 | $5,355-89.4% | $3,619-84.3% | $12,309-95.4% |