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 | $134,771 | $63,346+112.8% | $92,233+46.1% | $70,131+92.2% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 20.11% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,359 | $2,471-45.0% | $3,679-63.1% | $2,342-42.0% |
| Participant deferral / active EE | $7,011 | $2,854+145.7% | $3,897+79.9% | $3,332+110.4% |
| Admin fee / account holder | $12,072 | $3,840+214.3% | $5,194+132.4% | $4,645+159.9% |