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 | $140,675 | $72,071+95.2% | $68,368+105.8% | $137,256+2.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 13.20% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,811 | $2,788-35.0% | $2,649-31.6% | $4,156-56.4% |
| Participant deferral / active EE | $2,083 | $4,410-52.8% | $4,123-49.5% | $6,407-67.5% |
| Admin fee / account holder | $18,872 | $5,336+253.7% | $5,150+266.5% | $12,270+53.8% |