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 | $152,128 | $69,207+119.8% | $64,056+137.5% | $139,434+9.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.32% | 45.88%-26.6pp | 33.69%-14.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,199 | $3,182-30.9% | $2,747-20.0% | $4,751-53.7% |
| Participant deferral / active EE | $17,029 | $4,682+263.7% | $3,880+338.9% | $6,710+153.8% |
| Admin fee / account holder | $924 | $4,244-78.2% | $3,068-69.9% | $11,403-91.9% |