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 | $165,805 | $78,422+111.4% | $95,952+72.8% | $79,858+107.6% |
| Participation rate | 86.8% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.2pp |
| Annual return | 10.40% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,544 | $1,945+133.6% | $2,541+78.8% | $2,471+83.9% |
| Participant deferral / active EE | $3,222 | $3,440-6.3% | $4,167-22.7% | $3,740-13.9% |
| Admin fee / account holder | $6,037 | $5,622+7.4% | $6,795-11.2% | $5,306+13.8% |