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 | $152,464 | $104,974+45.2% | $95,585+59.5% | $142,382+7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,560 | $2,779+64.1% | $2,527+80.5% | $4,299+6.1% |
| Participant deferral / active EE | $4,954 | $4,352+13.8% | $4,023+23.2% | $6,507-23.9% |
| Admin fee / account holder | $5,029 | $6,386-21.2% | $6,127-17.9% | $12,624-60.2% |