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 | $152,735 | $96,305+58.6% | $80,569+89.6% | $139,434+9.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 13.78% | 1350.08%-1336.3pp | 935.43%-921.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,823 | $3,262-44.1% | $2,723-33.1% | $4,751-61.6% |
| Participant deferral / active EE | $5,000 | $5,232-4.4% | $4,447+12.4% | $6,710-25.5% |
| Admin fee / account holder | $9,339 | $6,599+41.5% | $5,377+73.7% | $11,403-18.1% |