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 | $162,528 | $63,346+156.6% | $92,233+76.2% | $70,131+131.7% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 13.03% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,441 | $2,471-1.2% | $3,679-33.6% | $2,342+4.2% |
| Participant deferral / active EE | $3,185 | $2,854+11.6% | $3,897-18.3% | $3,332-4.4% |
| Admin fee / account holder | $3,716 | $3,840-3.2% | $5,194-28.5% | $4,645-20.0% |