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 | $164,926 | $107,334+53.7% | $92,893+77.5% | $152,861+7.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.28% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,639 | $4,221+81.0% | $3,653+109.1% | $4,762+60.4% |
| Participant deferral / active EE | $10,042 | $4,845+107.3% | $4,236+137.1% | $5,850+71.6% |
| Admin fee / account holder | $502 | $7,079-92.9% | $5,794-91.3% | $11,596-95.7% |