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 | $164,468 | $97,125+69.3% | $86,233+90.7% | $137,256+19.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 16.24% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,954 | $2,841+39.2% | $2,504+57.9% | $4,156-4.9% |
| Participant deferral / active EE | $12,987 | $5,180+150.7% | $4,559+184.8% | $6,407+102.7% |
| Admin fee / account holder | $11,767 | $9,725+21.0% | $8,342+41.1% | $12,270-4.1% |