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 | $186,108 | $106,890+74.1% | $84,015+121.5% | $152,861+21.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 24.68% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,401 | $2,734-12.2% | $1,983+21.1% | $4,762-49.6% |
| Participant deferral / active EE | $3,196 | $4,011-20.3% | $3,239-1.3% | $5,850-45.4% |
| Admin fee / account holder | $2,578 | $8,285-68.9% | $6,101-57.7% | $11,596-77.8% |