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 | $229,092 | $155,788+47.1% | $124,672+83.8% | $167,490+36.8% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 10.97% | 17.97%-7.0pp | 5142.93%-5132.0pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,167 | $4,163-72.0% | $3,324-64.9% | $4,837-75.9% |
| Participant deferral / active EE | $8,567 | $5,673+51.0% | $4,614+85.7% | $6,341+35.1% |
| Admin fee / account holder | $3,994 | $9,531-58.1% | $7,493-46.7% | $12,309-67.6% |