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 | $179,526 | $109,327+64.2% | $89,391+100.8% | $158,922+13.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 22.65% | 345.68%-323.0pp | 245.62%-223.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,364 | $3,170-25.4% | $2,586-8.6% | $4,761-50.4% |
| Participant deferral / active EE | $10,459 | $4,598+127.5% | $3,890+168.9% | $5,982+74.8% |
| Admin fee / account holder | $9,711 | $6,153+57.8% | $4,881+98.9% | $11,246-13.7% |