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 | $222,994 | $106,890+108.6% | $84,015+165.4% | $152,861+45.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 20.89% | 104.99%-84.1pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,240 | $2,734-54.7% | $1,983-37.5% | $4,762-74.0% |
| Participant deferral / active EE | $2,565 | $4,011-36.1% | $3,239-20.8% | $5,850-56.2% |
| Admin fee / account holder | $5,205 | $8,285-37.2% | $6,101-14.7% | $11,596-55.1% |