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 | $182,881 | $58,208+214.2% | $81,812+123.5% | $80,856+126.2% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 17.65% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,422 | $2,340+3.5% | $2,912-16.8% | $2,755-12.1% |
| Participant deferral / active EE | $3,216 | $3,281-2.0% | $4,319-25.5% | $4,296-25.1% |
| Admin fee / account holder | $18,578 | $4,981+273.0% | $7,386+151.5% | $6,918+168.6% |