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 | $183,000 | $105,998+72.6% | $92,233+98.4% | $147,584+24.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.81% | 50.05%-37.2pp | 176.28%-163.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,074 | $4,333-52.1% | $3,679-43.6% | $4,876-57.5% |
| Participant deferral / active EE | $4,332 | $4,478-3.3% | $3,897+11.2% | $5,439-20.3% |
| Admin fee / account holder | $11,186 | $6,332+76.6% | $5,194+115.4% | $10,885+2.8% |