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 | $145,165 | $60,124+141.4% | $90,404+60.6% | $79,858+81.8% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 14.91% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,634 | $2,068+27.4% | $3,262-19.2% | $2,471+6.6% |
| Participant deferral / active EE | $5,217 | $2,938+77.6% | $3,963+31.6% | $3,740+39.5% |
| Admin fee / account holder | $1,063 | $3,976-73.3% | $5,611-81.1% | $5,306-80.0% |