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 | $180,456 | $105,998+70.2% | $92,233+95.7% | $147,584+22.3% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 16.82% | 50.05%-33.2pp | 176.28%-159.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,649 | $4,333+7.3% | $3,679+26.4% | $4,876-4.7% |
| Participant deferral / active EE | $3,406 | $4,478-23.9% | $3,897-12.6% | $5,439-37.4% |
| Admin fee / account holder | $1,352 | $6,332-78.7% | $5,194-74.0% | $10,885-87.6% |