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 | $224,901 | $144,119+56.1% | $117,854+90.8% | $147,584+52.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 14.93% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,028 | $4,896-58.6% | $3,786-46.4% | $4,876-58.4% |
| Participant deferral / active EE | $7,647 | $5,316+43.8% | $4,482+70.6% | $5,439+40.6% |
| Admin fee / account holder | $19,851 | $10,886+82.4% | $8,020+147.5% | $10,885+82.4% |