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 | $157,818 | $61,774+155.5% | $97,226+62.3% | $80,856+95.2% |
| Participation rate | 71.9% | 63.5%+8.4pp | 72.7%-0.8pp | 67.6%+4.2pp |
| Annual return | 14.52% | -557.90%+572.4pp | 75.13%-60.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,339 | $1,837+27.3% | $2,729-14.3% | $2,755-15.1% |
| Participant deferral / active EE | $4,499 | $3,029+48.5% | $4,264+5.5% | $4,296+4.7% |
| Admin fee / account holder | $581 | $5,166-88.7% | $5,654-89.7% | $6,918-91.6% |