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 | $151,103 | $110,809+36.4% | $86,874+73.9% | $167,490-9.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 71.6%+10.2pp | 82.1%-0.3pp |
| Annual return | 11.95% | 116.98%-105.0pp | 63.52%-51.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,089 | $3,244+26.0% | $2,495+63.8% | $4,837-15.5% |
| Participant deferral / active EE | $6,895 | $4,546+51.7% | $3,699+86.4% | $6,341+8.7% |
| Admin fee / account holder | $1,647 | $8,415-80.4% | $5,828-71.7% | $12,309-86.6% |