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 5-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 | $235,005 | $159,901+47.0% | $146,958+59.9% | $145,922+61.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,603 | $5,286-50.8% | $4,933-47.2% | $4,660-44.1% |
| Participant deferral / active EE | $6,060 | $8,428-28.1% | $8,070-24.9% | $6,688-9.4% |
| Admin fee / account holder | $13,786 | $15,044-8.4% | $12,998+6.1% | $13,397+2.9% |