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 | $148,922 | $100,773+47.8% | $88,946+67.4% | $142,382+4.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 13.21% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,801 | $2,918-4.0% | $2,555+9.6% | $4,299-34.8% |
| Participant deferral / active EE | $5,793 | $5,230+10.8% | $4,581+26.5% | $6,507-11.0% |
| Admin fee / account holder | $5,549 | $9,693-42.8% | $8,261-32.8% | $12,624-56.0% |