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 | $159,854 | $102,966+55.2% | $90,281+77.1% | $152,861+4.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 25.01% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $6,951 | $3,139+121.5% | $2,854+143.5% | $4,762+46.0% |
| Participant deferral / active EE | $4,876 | $4,281+13.9% | $3,885+25.5% | $5,850-16.6% |
| Admin fee / account holder | $1,548 | $6,171-74.9% | $5,351-71.1% | $11,596-86.6% |