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 9-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 | $156,038 | $105,998+47.2% | $92,233+69.2% | $147,584+5.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 17.71% | 50.05%-32.3pp | 176.28%-158.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,084 | $4,333-75.0% | $3,679-70.5% | $4,876-77.8% |
| Participant deferral / active EE | $4,212 | $4,478-5.9% | $3,897+8.1% | $5,439-22.5% |
| Admin fee / account holder | $39,849 | $6,332+529.3% | $5,194+667.3% | $10,885+266.1% |