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 | $174,304 | $102,317+70.4% | $146,958+18.6% | $80,856+115.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 15.97% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,212 | $3,713+121.2% | $4,933+66.5% | $2,755+198.1% |
| Participant deferral / active EE | $2,995 | $6,644-54.9% | $8,070-62.9% | $4,296-30.3% |
| Admin fee / account holder | $2,062 | $7,941-74.0% | $12,998-84.1% | $6,918-70.2% |