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 | $199,884 | $102,616+94.8% | $81,983+143.8% | $158,922+25.8% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 11.63% | 61.04%-49.4pp | 41.31%-29.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $530 | $3,240-83.6% | $2,498-78.8% | $4,761-88.9% |
| Participant deferral / active EE | $4,036 | $4,648-13.2% | $3,722+8.4% | $5,982-32.5% |
| Admin fee / account holder | $18,052 | $8,235+119.2% | $5,664+218.7% | $11,246+60.5% |