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 | $140,431 | $65,561+114.2% | $86,188+62.9% | $75,163+86.8% |
| Participation rate | 72.2% | 60.5%+11.7pp | 69.0%+3.3pp | 67.2%+5.0pp |
| Annual return | 16.70% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,323 | $1,553-14.8% | $2,380-44.4% | $2,670-50.4% |
| Participant deferral / active EE | $5,071 | $3,024+67.7% | $3,985+27.2% | $4,125+22.9% |
| Admin fee / account holder | $26,050 | $5,474+375.9% | $6,852+280.2% | $5,651+361.0% |