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 | $154,734 | $107,334+44.2% | $92,893+66.6% | $152,861+1.2% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 17.44% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,453 | $4,221-65.6% | $3,653-60.2% | $4,762-69.5% |
| Participant deferral / active EE | $2,317 | $4,845-52.2% | $4,236-45.3% | $5,850-60.4% |
| Admin fee / account holder | $45,315 | $7,079+540.1% | $5,794+682.1% | $11,596+290.8% |