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 | $145,716 | $102,966+41.5% | $90,281+61.4% | $152,861-4.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.4%+8.9pp |
| Annual return | 21.66% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,360 | $3,139-24.8% | $2,854-17.3% | $4,762-50.4% |
| Participant deferral / active EE | $6,212 | $4,281+45.1% | $3,885+59.9% | $5,850+6.2% |
| Admin fee / account holder | $879 | $6,171-85.7% | $5,351-83.6% | $11,596-92.4% |