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 | $167,746 | $105,998+58.3% | $92,233+81.9% | $147,584+13.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 11.55% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,626 | $4,333-39.4% | $3,679-28.6% | $4,876-46.1% |
| Participant deferral / active EE | $3,319 | $4,478-25.9% | $3,897-14.8% | $5,439-39.0% |
| Admin fee / account holder | $16,762 | $6,332+164.7% | $5,194+222.7% | $10,885+54.0% |