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 | $172,017 | $102,966+67.1% | $90,281+90.5% | $152,861+12.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 26.08% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,934 | $3,139+57.2% | $2,854+72.9% | $4,762+3.6% |
| Participant deferral / active EE | $4,425 | $4,281+3.3% | $3,885+13.9% | $5,850-24.4% |
| Admin fee / account holder | $999 | $6,171-83.8% | $5,351-81.3% | $11,596-91.4% |