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 | $176,632 | $110,809+59.4% | $86,874+103.3% | $167,490+5.5% |
| Participation rate | 79.2% | 75.8%+3.4pp | 71.6%+7.5pp | 82.1%-2.9pp |
| Annual return | 18.02% | 116.98%-99.0pp | 63.52%-45.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,160 | $3,244-64.2% | $2,495-53.5% | $4,837-76.0% |
| Participant deferral / active EE | $5,849 | $4,546+28.7% | $3,699+58.1% | $6,341-7.8% |
| Admin fee / account holder | $621 | $8,415-92.6% | $5,828-89.3% | $12,309-95.0% |