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 | $141,450 | $109,817+28.8% | $98,442+43.7% | $167,490-15.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 14.56% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,339 | $3,224-27.4% | $2,960-21.0% | $4,837-51.6% |
| Participant deferral / active EE | $7,222 | $4,673+54.5% | $4,276+68.9% | $6,341+13.9% |
| Admin fee / account holder | $1,057 | $6,753-84.3% | $5,949-82.2% | $12,309-91.4% |