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 | $164,069 | $65,409+150.8% | $98,442+66.7% | $85,850+91.1% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 17.99% | 21.76%-3.8pp | 1492.73%-1474.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,716 | $2,168+25.3% | $2,960-8.2% | $2,565+5.9% |
| Participant deferral / active EE | $7,215 | $3,166+127.9% | $4,276+68.7% | $3,952+82.6% |
| Admin fee / account holder | $2,114 | $4,593-54.0% | $5,949-64.5% | $6,260-66.2% |