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 | $155,872 | $91,190+70.9% | $178,490-12.7% | $79,858+95.2% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 14.64% | 24.19%-9.6pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,185 | $3,256-63.6% | $5,011-76.4% | $2,471-52.1% |
| Participant deferral / active EE | $4,979 | $3,236+53.8% | $5,202-4.3% | $3,740+33.1% |
| Admin fee / account holder | $1,709 | $6,751-74.7% | $13,984-87.8% | $5,306-67.8% |