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 | $243,207 | $112,881+115.5% | $90,951+167.4% | $158,922+53.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 14.34% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $5,409 | $2,893+86.9% | $2,122+154.9% | $4,761+13.6% |
| Participant deferral / active EE | $2,131 | $4,128-48.4% | $3,373-36.8% | $5,982-64.4% |
| Admin fee / account holder | $7,126 | $8,041-11.4% | $5,959+19.6% | $11,246-36.6% |