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 | $237,358 | $106,890+122.1% | $84,015+182.5% | $152,861+55.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 20.02% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,536 | $2,734-43.8% | $1,983-22.6% | $4,762-67.7% |
| Participant deferral / active EE | $1,703 | $4,011-57.5% | $3,239-47.4% | $5,850-70.9% |
| Admin fee / account holder | $722 | $8,285-91.3% | $6,101-88.2% | $11,596-93.8% |