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 | $80,812+105.9% | $160,784+3.5% | $82,448+101.8% |
| Participation rate | 72.0% | 66.2%+5.8pp | 77.0%-5.0pp | 68.1%+3.9pp |
| Annual return | 17.40% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,714 | $2,174+116.8% | $3,733+26.3% | $2,551+84.8% |
| Participant deferral / active EE | $2,325 | $4,335-46.4% | $6,293-63.1% | $4,139-43.8% |
| Admin fee / account holder | $2,528 | $7,695-67.1% | $9,717-74.0% | $7,234-65.1% |