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 | $194,745 | $133,922+45.4% | $116,228+67.6% | $142,382+36.8% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 13.84% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $822 | $3,446-76.1% | $2,994-72.5% | $4,299-80.9% |
| Participant deferral / active EE | $2,869 | $5,672-49.4% | $4,953-42.1% | $6,507-55.9% |
| Admin fee / account holder | $4,378 | $14,945-70.7% | $11,989-63.5% | $12,624-65.3% |