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 | $156,867 | $102,616+52.9% | $81,983+91.3% | $158,922-1.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 10.74% | 61.04%-50.3pp | 41.31%-30.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $8,238 | $3,240+154.2% | $2,498+229.8% | $4,761+73.0% |
| Participant deferral / active EE | $4,034 | $4,648-13.2% | $3,722+8.4% | $5,982-32.6% |
| Admin fee / account holder | $2,195 | $8,235-73.3% | $5,664-61.2% | $11,246-80.5% |