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 | $131,242 | $63,346+107.2% | $92,233+42.3% | $70,131+87.1% |
| Participation rate | 95.7% | 68.7%+27.0pp | 76.5%+19.2pp | 69.5%+26.1pp |
| Annual return | 12.97% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,575 | $2,471+4.2% | $3,679-30.0% | $2,342+9.9% |
| Participant deferral / active EE | $5,514 | $2,854+93.2% | $3,897+41.5% | $3,332+65.5% |
| Admin fee / account holder | $1,745 | $3,840-54.6% | $5,194-66.4% | $4,645-62.4% |