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 | $150,542 | $101,618+48.1% | $93,063+61.8% | $137,256+9.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 11.05% | 223.95%-212.9pp | 34.15%-23.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,424 | $2,707+26.5% | $2,476+38.3% | $4,156-17.6% |
| Participant deferral / active EE | $7,636 | $4,279+78.4% | $3,958+92.9% | $6,407+19.2% |
| Admin fee / account holder | $2,606 | $6,198-58.0% | $6,033-56.8% | $12,270-78.8% |