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 | $152,854 | $63,703+139.9% | $93,063+64.2% | $82,448+85.4% |
| Participation rate | 73.0% | 63.8%+9.1pp | 72.1%+0.9pp | 68.1%+4.9pp |
| Annual return | 16.94% | -775.43%+792.4pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,144 | $1,729+24.0% | $2,476-13.4% | $2,551-16.0% |
| Participant deferral / active EE | $5,075 | $2,919+73.9% | $3,958+28.2% | $4,139+22.6% |
| Admin fee / account holder | $757 | $5,982-87.3% | $6,033-87.4% | $7,234-89.5% |