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 | $185,559 | $109,817+69.0% | $98,442+88.5% | $167,490+10.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 16.11% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,704 | $3,224-16.1% | $2,960-8.7% | $4,837-44.1% |
| Participant deferral / active EE | $4,980 | $4,673+6.6% | $4,276+16.5% | $6,341-21.5% |
| Admin fee / account holder | $3,605 | $6,753-46.6% | $5,949-39.4% | $12,309-70.7% |