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 | $125,214 | $110,809+13.0% | $86,874+44.1% | $167,490-25.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 71.6%+15.0pp | 82.1%+4.6pp |
| Annual return | 14.92% | 116.98%-102.1pp | 63.52%-48.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,188 | $3,244-32.5% | $2,495-12.3% | $4,837-54.8% |
| Participant deferral / active EE | $4,563 | $4,546+0.4% | $3,699+23.4% | $6,341-28.0% |
| Admin fee / account holder | $670 | $8,415-92.0% | $5,828-88.5% | $12,309-94.6% |