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 | $184,541 | $96,635+91.0% | $86,612+113.1% | $139,434+32.4% |
| Participation rate | 78.3% | 74.4%+3.9pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 16.99% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $7,195 | $3,263+120.5% | $3,022+138.1% | $4,751+51.5% |
| Participant deferral / active EE | $7,161 | $4,836+48.1% | $4,438+61.4% | $6,710+6.7% |
| Admin fee / account holder | $1,505 | $6,408-76.5% | $5,614-73.2% | $11,403-86.8% |