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 | $158,465 | $105,998+49.5% | $92,233+71.8% | $147,584+7.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 23.51% | 50.05%-26.5pp | 176.28%-152.8pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,440 | $4,333-66.8% | $3,679-60.9% | $4,876-70.5% |
| Participant deferral / active EE | $9,600 | $4,478+114.4% | $3,897+146.4% | $5,439+76.5% |
| Admin fee / account holder | $429 | $6,332-93.2% | $5,194-91.7% | $10,885-96.1% |