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 | $212,839 | $109,327+94.7% | $89,391+138.1% | $158,922+33.9% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 13.45% | 345.68%-332.2pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,441 | $3,170+8.6% | $2,586+33.1% | $4,761-27.7% |
| Participant deferral / active EE | $8,626 | $4,598+87.6% | $3,890+121.7% | $5,982+44.2% |
| Admin fee / account holder | $1,279 | $6,153-79.2% | $4,881-73.8% | $11,246-88.6% |