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 | $182,008 | $111,724+62.9% | $93,606+94.4% | $145,922+24.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.96% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,291 | $3,090-25.9% | $2,420-5.3% | $4,660-50.8% |
| Participant deferral / active EE | $4,582 | $4,912-6.7% | $4,411+3.9% | $6,688-31.5% |
| Admin fee / account holder | $4,739 | $10,250-53.8% | $8,285-42.8% | $13,397-64.6% |