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 | $176,523 | $104,907+68.3% | $84,611+108.6% | $152,861+15.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 25.36% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,814 | $3,302-14.8% | $2,652+6.1% | $4,762-40.9% |
| Participant deferral / active EE | $5,432 | $4,688+15.9% | $3,899+39.3% | $5,850-7.1% |
| Admin fee / account holder | $314 | $6,241-95.0% | $4,912-93.6% | $11,596-97.3% |