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 | $136,659 | $106,890+27.9% | $84,015+62.7% | $152,861-10.6% |
| Participation rate | 76.2% | 75.2%+1.0pp | 69.0%+7.2pp | 82.4%-6.3pp |
| Annual return | 22.46% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,267 | $2,734-17.1% | $1,983+14.3% | $4,762-52.4% |
| Participant deferral / active EE | $6,243 | $4,011+55.6% | $3,239+92.8% | $5,850+6.7% |
| Admin fee / account holder | $2,116 | $8,285-74.5% | $6,101-65.3% | $11,596-81.8% |