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 | $137,666 | $96,635+42.5% | $86,612+58.9% | $139,434-1.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 14.36% | 106.41%-92.1pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,544 | $3,263-22.0% | $3,022-15.8% | $4,751-46.4% |
| Participant deferral / active EE | $5,993 | $4,836+23.9% | $4,438+35.1% | $6,710-10.7% |
| Admin fee / account holder | $1,187 | $6,408-81.5% | $5,614-78.9% | $11,403-89.6% |