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 | $149,143 | $107,334+39.0% | $92,893+60.6% | $152,861-2.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 22.74% | 145.58%-122.8pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,285 | $4,221-69.6% | $3,653-64.8% | $4,762-73.0% |
| Participant deferral / active EE | $3,765 | $4,845-22.3% | $4,236-11.1% | $5,850-35.7% |
| Admin fee / account holder | $1,054 | $7,079-85.1% | $5,794-81.8% | $11,596-90.9% |