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 | $163,568 | $99,079+65.1% | $77,999+109.7% | $273,961-40.3% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.5%+3.4pp | 83.0%-4.1pp |
| Annual return | 4.59% | 217.93%-213.3pp | 425.96%-421.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,115 | $3,308-36.1% | $2,470-14.4% | $4,869-56.6% |
| Participant deferral / active EE | $5,125 | $4,306+19.0% | $3,497+46.6% | $5,287-3.1% |
| Admin fee / account holder | $1,917 | $8,954-78.6% | $5,480-65.0% | $10,132-81.1% |