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 | $150,675 | $91,538+64.6% | $129,995+15.9% | $75,163+100.5% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.5%+14.1pp | 67.2%+25.4pp |
| Annual return | 24.23% | -631.11%+655.3pp | -137.18%+161.4pp | 160.62%-136.4pp |
| Employer contribution / active EE | $6,474 | $2,845+127.5% | $4,320+49.9% | $2,670+142.5% |
| Participant deferral / active EE | $8,042 | $4,341+85.3% | $5,820+38.2% | $4,125+95.0% |
| Admin fee / account holder | $1,490 | $6,790-78.1% | $10,614-86.0% | $5,651-73.6% |