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 | $179,788 | $129,217+39.1% | $93,406+92.5% | $158,922+13.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 5.78% | 118.21%-112.4pp | 78.05%-72.3pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,715 | $2,711-36.8% | $2,075-17.4% | $4,761-64.0% |
| Participant deferral / active EE | $2,176 | $3,909-44.3% | $3,126-30.4% | $5,982-63.6% |
| Admin fee / account holder | $426 | $7,383-94.2% | $5,230-91.8% | $11,246-96.2% |