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 | $161,454 | $112,881+43.0% | $90,951+77.5% | $158,922+1.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 12.96% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,790 | $2,893-3.6% | $2,122+31.5% | $4,761-41.4% |
| Participant deferral / active EE | $9,984 | $4,128+141.9% | $3,373+196.0% | $5,982+66.9% |
| Admin fee / account holder | $1,153 | $8,041-85.7% | $5,959-80.6% | $11,246-89.7% |