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 | $242,467 | $152,587+58.9% | $125,175+93.7% | $152,861+58.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 22.10% | 54.84%-32.7pp | 43.79%-21.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $8,936 | $4,946+80.7% | $3,865+131.2% | $4,762+87.6% |
| Participant deferral / active EE | $7,052 | $5,868+20.2% | $4,937+42.8% | $5,850+20.5% |
| Admin fee / account holder | $5,001 | $13,434-62.8% | $9,702-48.5% | $11,596-56.9% |