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 | $237,763 | $102,382+132.2% | $147,005+61.7% | $80,874+194.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 15.74% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,185 | $3,715-41.2% | $4,934-55.7% | $2,756-20.7% |
| Participant deferral / active EE | $10,786 | $6,646+62.3% | $8,070+33.7% | $4,297+151.0% |
| Admin fee / account holder | $13,215 | $7,942+66.4% | $13,006+1.6% | $6,935+90.6% |