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 | $150,393 | $111,724+34.6% | $93,606+60.7% | $145,922+3.1% |
| Participation rate | 87.0% | 74.2%+12.7pp | 68.7%+18.2pp | 80.3%+6.7pp |
| Annual return | 17.79% | 202.98%-185.2pp | 133.20%-115.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,051 | $3,090-33.6% | $2,420-15.2% | $4,660-56.0% |
| Participant deferral / active EE | $8,016 | $4,912+63.2% | $4,411+81.7% | $6,688+19.9% |
| Admin fee / account holder | $4,113 | $10,250-59.9% | $8,285-50.4% | $13,397-69.3% |