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 | $152,419 | $85,202+78.9% | $172,739-11.8% | $72,985+108.8% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.6%+3.5pp | 69.5%+16.6pp |
| Annual return | 22.60% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,222 | $3,324-33.2% | $5,143-56.8% | $2,440-8.9% |
| Participant deferral / active EE | $4,441 | $3,260+36.2% | $5,198-14.6% | $3,607+23.1% |
| Admin fee / account holder | $3,086 | $5,884-47.6% | $13,954-77.9% | $5,124-39.8% |