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 | $165,134 | $105,998+55.8% | $92,233+79.0% | $147,584+11.9% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 17.72% | 50.05%-32.3pp | 176.28%-158.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,159 | $4,333-73.2% | $3,679-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $4,127 | $4,478-7.8% | $3,897+5.9% | $5,439-24.1% |
| Admin fee / account holder | $11,770 | $6,332+85.9% | $5,194+126.6% | $10,885+8.1% |