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 | $178,545 | $91,552+95.0% | $133,956+33.3% | $79,858+123.6% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 13.03% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $9,630 | $2,384+304.0% | $3,919+145.7% | $2,471+289.7% |
| Participant deferral / active EE | $1,959 | $3,733-47.5% | $5,048-61.2% | $3,740-47.6% |
| Admin fee / account holder | $1,425 | $6,321-77.5% | $8,927-84.0% | $5,306-73.1% |