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 | $165,265 | $96,635+71.0% | $86,612+90.8% | $139,434+18.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 10.85% | 106.41%-95.6pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,893 | $3,263+19.3% | $3,022+28.8% | $4,751-18.1% |
| Participant deferral / active EE | $9,510 | $4,836+96.7% | $4,438+114.3% | $6,710+41.7% |
| Admin fee / account holder | $2,812 | $6,408-56.1% | $5,614-49.9% | $11,403-75.3% |