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 | $224,722 | $144,119+55.9% | $117,854+90.7% | $147,584+52.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 13.91% | 531.15%-517.2pp | 335.08%-321.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,523 | $4,896-68.9% | $3,786-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $2,777 | $5,316-47.8% | $4,482-38.0% | $5,439-48.9% |
| Admin fee / account holder | $42,259 | $10,886+288.2% | $8,020+426.9% | $10,885+288.2% |