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 | $151,757 | $109,327+38.8% | $89,391+69.8% | $158,922-4.5% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 24.69% | 345.68%-321.0pp | 245.62%-220.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $5,254 | $3,170+65.8% | $2,586+103.2% | $4,761+10.4% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,704 | $6,153-72.3% | $4,881-65.1% | $11,246-84.8% |