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 | $222,240 | $105,998+109.7% | $92,233+141.0% | $147,584+50.6% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 17.84% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $713 | $4,333-83.5% | $3,679-80.6% | $4,876-85.4% |
| Participant deferral / active EE | $3,480 | $4,478-22.3% | $3,897-10.7% | $5,439-36.0% |
| Admin fee / account holder | $12,645 | $6,332+99.7% | $5,194+143.5% | $10,885+16.2% |