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 | $185,468 | $115,770+60.2% | $101,248+83.2% | $158,922+16.7% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 14.71% | 56.14%-41.4pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $10,344 | $4,175+147.8% | $3,660+182.7% | $4,761+117.3% |
| Participant deferral / active EE | $1,599 | $4,957-67.7% | $4,370-63.4% | $5,982-73.3% |
| Admin fee / account holder | $3,517 | $7,245-51.5% | $5,945-40.8% | $11,246-68.7% |