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 | $149,366 | $63,346+135.8% | $92,233+61.9% | $70,131+113.0% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 25.91% | 530.12%-504.2pp | 176.28%-150.4pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,253 | $2,471-49.3% | $3,679-65.9% | $2,342-46.5% |
| Participant deferral / active EE | $5,253 | $2,854+84.1% | $3,897+34.8% | $3,332+57.7% |
| Admin fee / account holder | $1,604 | $3,840-58.2% | $5,194-69.1% | $4,645-65.5% |