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 | $128,720 | $63,346+103.2% | $92,233+39.6% | $70,131+83.5% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 16.56% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,400 | $2,471-2.9% | $3,679-34.8% | $2,342+2.4% |
| Participant deferral / active EE | $6,044 | $2,854+111.8% | $3,897+55.1% | $3,332+81.4% |
| Admin fee / account holder | $5,546 | $3,840+44.4% | $5,194+6.8% | $4,645+19.4% |