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 | $152,312 | $105,859+43.9% | $90,160+68.9% | $147,584+3.2% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 18.95% | 37.63%-18.7pp | 34.88%-15.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,919 | $4,126-29.2% | $3,318-12.0% | $4,876-40.1% |
| Participant deferral / active EE | $11,385 | $5,733+98.6% | $5,288+115.3% | $5,439+109.3% |
| Admin fee / account holder | $1,014 | $8,046-87.4% | $5,943-82.9% | $10,885-90.7% |