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 | $172,335 | $106,890+61.2% | $84,015+105.1% | $152,861+12.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 23.28% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,990 | $2,734-27.2% | $1,983+0.3% | $4,762-58.2% |
| Participant deferral / active EE | $6,052 | $4,011+50.9% | $3,239+86.9% | $5,850+3.5% |
| Admin fee / account holder | $4,660 | $8,285-43.8% | $6,101-23.6% | $11,596-59.8% |