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 | $180,093 | $112,881+59.5% | $90,951+98.0% | $158,922+13.3% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 15.99% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,161 | $2,893-25.3% | $2,122+1.8% | $4,761-54.6% |
| Participant deferral / active EE | $5,970 | $4,128+44.6% | $3,373+77.0% | $5,982-0.2% |
| Admin fee / account holder | $33,936 | $8,041+322.0% | $5,959+469.5% | $11,246+201.8% |