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 | $239,041 | $165,984+44.0% | $164,813+45.0% | $145,922+63.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 16.58% | 100.03%-83.5pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,080 | $5,273-60.5% | $4,341-52.1% | $4,660-55.4% |
| Participant deferral / active EE | $7,552 | $6,959+8.5% | $6,031+25.2% | $6,688+12.9% |
| Admin fee / account holder | $1,225 | $16,648-92.6% | $12,690-90.3% | $13,397-90.9% |