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 | $182,308 | $129,942+40.3% | $104,294+74.8% | $134,475+35.6% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -2.52% | 42.03%-44.5pp | 24.61%-27.1pp | 417.96%-420.5pp |
| Employer contribution / active EE | $7,579 | $4,184+81.1% | $3,372+124.8% | $4,740+59.9% |
| Participant deferral / active EE | $24,597 | $5,588+340.2% | $4,625+431.8% | $6,400+284.3% |
| Admin fee / account holder | $3,850 | $9,323-58.7% | $7,339-47.6% | $11,426-66.3% |