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 | $225,439 | $158,398+42.3% | $126,539+78.2% | $142,382+58.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 16.26% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,535 | $4,650-45.5% | $3,674-31.0% | $4,299-41.0% |
| Participant deferral / active EE | $13,537 | $4,767+184.0% | $4,083+231.6% | $6,507+108.0% |
| Admin fee / account holder | $5,731 | $6,918-17.2% | $6,065-5.5% | $12,624-54.6% |