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 8-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 | $193,065 | $112,881+71.0% | $90,951+112.3% | $158,922+21.5% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 11.07% | 215.79%-204.7pp | 134.60%-123.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,946 | $2,893+36.4% | $2,122+86.0% | $4,761-17.1% |
| Participant deferral / active EE | $4,756 | $4,128+15.2% | $3,373+41.0% | $5,982-20.5% |
| Admin fee / account holder | $4,450 | $8,041-44.7% | $5,959-25.3% | $11,246-60.4% |