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 | $147,970 | $107,015+38.3% | $73,545+101.2% | $147,584+0.3% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 13.40% | 38.25%-24.9pp | -15.16%+28.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,451 | $1,760+96.1% | $1,219+183.1% | $4,876-29.2% |
| Participant deferral / active EE | $6,952 | $2,462+182.4% | $1,806+284.9% | $5,439+27.8% |
| Admin fee / account holder | $3,710 | $3,055+21.4% | $2,320+59.9% | $10,885-65.9% |