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 | $161,829 | $102,317+58.2% | $146,958+10.1% | $80,856+100.1% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 15.50% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,418 | $3,713-8.0% | $4,933-30.7% | $2,755+24.1% |
| Participant deferral / active EE | $7,902 | $6,644+18.9% | $8,070-2.1% | $4,296+84.0% |
| Admin fee / account holder | $581 | $7,941-92.7% | $12,998-95.5% | $6,918-91.6% |