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 | $150,950 | $107,334+40.6% | $92,893+62.5% | $152,861-1.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 23.62% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $17,368 | $4,221+311.5% | $3,653+375.5% | $4,762+264.7% |
| Participant deferral / active EE | $11,876 | $4,845+145.1% | $4,236+180.4% | $5,850+103.0% |
| Admin fee / account holder | $2,219 | $7,079-68.7% | $5,794-61.7% | $11,596-80.9% |