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 | $149,385 | $99,652+49.9% | $78,778+89.6% | $147,584+1.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 15.90% | 47.28%-31.4pp | 35.62%-19.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $5,062 | $2,796+81.1% | $1,986+154.9% | $4,876+3.8% |
| Participant deferral / active EE | $5,444 | $3,664+48.6% | $2,958+84.0% | $5,439+0.1% |
| Admin fee / account holder | $2,959 | $7,155-58.6% | $5,134-42.4% | $10,885-72.8% |