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 | $198,799 | $108,919+82.5% | $100,391+98.0% | $145,922+36.2% |
| Participation rate | 76.2% | 82.9%-6.7pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 17.89% | 57.88%-40.0pp | 49.20%-31.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $738 | $4,419-83.3% | $3,942-81.3% | $4,660-84.2% |
| Participant deferral / active EE | $7,438 | $8,445-11.9% | $8,082-8.0% | $6,688+11.2% |
| Admin fee / account holder | $10,884 | $9,689+12.3% | $7,899+37.8% | $13,397-18.8% |