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 | $249,217 | $118,680+110.0% | $98,907+152.0% | $158,922+56.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 18.04% | 372.35%-354.3pp | 196.43%-178.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,980 | $3,333-40.6% | $2,689-26.4% | $4,761-58.4% |
| Participant deferral / active EE | $10,349 | $5,088+103.4% | $4,244+143.8% | $5,982+73.0% |
| Admin fee / account holder | $4,445 | $10,131-56.1% | $6,642-33.1% | $11,246-60.5% |