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 | $224,413 | $112,096+100.2% | $95,952+133.9% | $158,922+41.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.52% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,140 | $3,198-64.4% | $2,541-55.1% | $4,761-76.1% |
| Participant deferral / active EE | $2,870 | $4,784-40.0% | $4,167-31.1% | $5,982-52.0% |
| Admin fee / account holder | $587 | $10,130-94.2% | $6,795-91.4% | $11,246-94.8% |