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 | $166,367 | $83,902+98.3% | $167,512-0.7% | $84,808+96.2% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.1%-5.1pp | 68.3%+3.7pp |
| Annual return | 17.40% | 91.55%-74.1pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,714 | $2,264+108.2% | $3,882+21.4% | $2,631+79.2% |
| Participant deferral / active EE | $2,325 | $4,442-47.7% | $6,405-63.7% | $4,212-44.8% |
| Admin fee / account holder | $2,528 | $7,915-68.1% | $9,769-74.1% | $7,344-65.6% |