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 | $157,861 | $112,096+40.8% | $95,952+64.5% | $158,922-0.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 26.61% | 171.09%-144.5pp | 91.61%-65.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $14,851 | $3,198+364.4% | $2,541+484.5% | $4,761+211.9% |
| Participant deferral / active EE | $7,014 | $4,784+46.6% | $4,167+68.3% | $5,982+17.3% |
| Admin fee / account holder | $1,311 | $10,130-87.1% | $6,795-80.7% | $11,246-88.3% |