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 | $171,368 | $99,652+72.0% | $78,778+117.5% | $147,584+16.1% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 11.20% | 47.28%-36.1pp | 35.62%-24.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $4,766 | $2,796+70.5% | $1,986+140.0% | $4,876-2.3% |
| Participant deferral / active EE | $2,314 | $3,664-36.8% | $2,958-21.8% | $5,439-57.5% |
| Admin fee / account holder | $4,616 | $7,155-35.5% | $5,134-10.1% | $10,885-57.6% |