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 | $183,527 | $133,922+37.0% | $116,228+57.9% | $142,382+28.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 17.77% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,054 | $3,446+104.7% | $2,994+135.6% | $4,299+64.1% |
| Participant deferral / active EE | $9,555 | $5,672+68.5% | $4,953+92.9% | $6,507+46.8% |
| Admin fee / account holder | $1,942 | $14,945-87.0% | $11,989-83.8% | $12,624-84.6% |