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 | $208,044 | $144,119+44.4% | $117,854+76.5% | $147,584+41.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 18.48% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,983 | $4,896-59.5% | $3,786-47.6% | $4,876-59.3% |
| Participant deferral / active EE | $7,290 | $5,316+37.1% | $4,482+62.7% | $5,439+34.0% |
| Admin fee / account holder | $54,104 | $10,886+397.0% | $8,020+574.6% | $10,885+397.0% |