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 | $159,996 | $102,966+55.4% | $90,281+77.2% | $152,861+4.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 20.06% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,675 | $3,139+17.1% | $2,854+28.8% | $4,762-22.8% |
| Participant deferral / active EE | $4,431 | $4,281+3.5% | $3,885+14.0% | $5,850-24.3% |
| Admin fee / account holder | $1,098 | $6,171-82.2% | $5,351-79.5% | $11,596-90.5% |