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 | $146,137 | $100,773+45.0% | $88,946+64.3% | $142,382+2.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.50% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,045 | $2,918-64.2% | $2,555-59.1% | $4,299-75.7% |
| Participant deferral / active EE | $2,196 | $5,230-58.0% | $4,581-52.1% | $6,507-66.2% |
| Admin fee / account holder | $527 | $9,693-94.6% | $8,261-93.6% | $12,624-95.8% |