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 | $226,711 | $106,890+112.1% | $84,015+169.8% | $152,861+48.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 21.59% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,580 | $2,734-5.6% | $1,983+30.1% | $4,762-45.8% |
| Participant deferral / active EE | $8,847 | $4,011+120.5% | $3,239+173.2% | $5,850+51.2% |
| Admin fee / account holder | $381 | $8,285-95.4% | $6,101-93.7% | $11,596-96.7% |