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 | $151,445 | $105,998+42.9% | $92,233+64.2% | $147,584+2.6% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 13.50% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,686 | $4,333-61.1% | $3,679-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $4,061 | $4,478-9.3% | $3,897+4.2% | $5,439-25.3% |
| Admin fee / account holder | $21,994 | $6,332+247.3% | $5,194+323.5% | $10,885+102.1% |