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 | $141,644 | $105,998+33.6% | $92,233+53.6% | $147,584-4.0% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 13.34% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,198 | $4,333-26.2% | $3,679-13.1% | $4,876-34.4% |
| Participant deferral / active EE | $5,533 | $4,478+23.6% | $3,897+42.0% | $5,439+1.7% |
| Admin fee / account holder | $2,941 | $6,332-53.6% | $5,194-43.4% | $10,885-73.0% |