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 | $176,384 | $109,982+60.4% | $97,226+81.4% | $145,922+20.9% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.5pp |
| Annual return | 12.14% | 242.90%-230.8pp | 75.13%-63.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,332 | $3,084+40.5% | $2,729+58.8% | $4,660-7.0% |
| Participant deferral / active EE | $5,903 | $4,676+26.2% | $4,264+38.4% | $6,688-11.7% |
| Admin fee / account holder | $983 | $6,221-84.2% | $5,654-82.6% | $13,397-92.7% |