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 | $160,912 | $115,770+39.0% | $101,248+58.9% | $158,922+1.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 56.14%-45.5pp | 46.47%-35.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $5,658 | $4,175+35.5% | $3,660+54.6% | $4,761+18.8% |
| Participant deferral / active EE | $7,076 | $4,957+42.7% | $4,370+61.9% | $5,982+18.3% |
| Admin fee / account holder | $1,061 | $7,245-85.4% | $5,945-82.2% | $11,246-90.6% |