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 | $161,565 | $63,346+155.1% | $92,233+75.2% | $70,131+130.4% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 22.62% | 530.12%-507.5pp | 176.28%-153.7pp | 73.14%-50.5pp |
| Employer contribution / active EE | $3,326 | $2,471+34.6% | $3,679-9.6% | $2,342+42.0% |
| Participant deferral / active EE | $7,283 | $2,854+155.2% | $3,897+86.9% | $3,332+118.6% |
| Admin fee / account holder | $1,560 | $3,840-59.4% | $5,194-70.0% | $4,645-66.4% |