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 | $123,971 | $63,346+95.7% | $92,233+34.4% | $70,131+76.8% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 19.59% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,756 | $2,471-28.9% | $3,679-52.3% | $2,342-25.0% |
| Participant deferral / active EE | $6,512 | $2,854+128.2% | $3,897+67.1% | $3,332+95.4% |
| Admin fee / account holder | $6,902 | $3,840+79.7% | $5,194+32.9% | $4,645+48.6% |