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 | $145,833 | $85,202+71.2% | $172,739-15.6% | $72,985+99.8% |
| Participation rate | 78.0% | 70.1%+7.9pp | 82.6%-4.7pp | 69.5%+8.5pp |
| Annual return | 43.45% | 27.32%+16.1pp | 802.84%-759.4pp | 81.00%-37.6pp |
| Employer contribution / active EE | $1,947 | $3,324-41.4% | $5,143-62.1% | $2,440-20.2% |
| Participant deferral / active EE | $3,546 | $3,260+8.8% | $5,198-31.8% | $3,607-1.7% |
| Admin fee / account holder | $3,361 | $5,884-42.9% | $13,954-75.9% | $5,124-34.4% |