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 | $243,115 | $102,966+136.1% | $90,281+169.3% | $152,861+59.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 24.34% | 95.16%-70.8pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,126 | $3,139-32.3% | $2,854-25.5% | $4,762-55.4% |
| Participant deferral / active EE | $4,586 | $4,281+7.1% | $3,885+18.0% | $5,850-21.6% |
| Admin fee / account holder | $949 | $6,171-84.6% | $5,351-82.3% | $11,596-91.8% |