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 | $140,298 | $58,208+141.0% | $81,812+71.5% | $80,856+73.5% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.3%+1.0pp | 67.6%+5.7pp |
| Annual return | 14.11% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,946 | $2,340+111.4% | $2,912+69.8% | $2,755+79.5% |
| Participant deferral / active EE | $2,473 | $3,281-24.6% | $4,319-42.7% | $4,296-42.4% |
| Admin fee / account holder | $1,239 | $4,981-75.1% | $7,386-83.2% | $6,918-82.1% |