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 | $151,663 | $90,348+67.9% | $75,972+99.6% | $145,922+3.9% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 8.62% | 620.88%-612.3pp | 359.55%-350.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,555 | $3,311-53.0% | $2,685-42.1% | $4,660-66.6% |
| Participant deferral / active EE | $8,992 | $5,162+74.2% | $4,255+111.3% | $6,688+34.5% |
| Admin fee / account holder | $6,978 | $8,467-17.6% | $6,467+7.9% | $13,397-47.9% |