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 | $231,361 | $107,334+115.6% | $92,893+149.1% | $152,861+51.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 23.11% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,614 | $4,221-38.1% | $3,653-28.4% | $4,762-45.1% |
| Participant deferral / active EE | $9,189 | $4,845+89.7% | $4,236+116.9% | $5,850+57.1% |
| Admin fee / account holder | $307 | $7,079-95.7% | $5,794-94.7% | $11,596-97.4% |