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 | $146,117 | $108,912+34.2% | $100,383+45.6% | $145,959+0.1% |
| Participation rate | 70.8% | 83.0%-12.1pp | 81.5%-10.7pp | 80.3%-9.5pp |
| Annual return | 14.81% | 57.96%-43.2pp | 49.26%-34.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,230 | $8,451+21.0% | $8,086+26.5% | $6,689+52.9% |
| Admin fee / account holder | $4,033 | $9,690-58.4% | $7,900-49.0% | $13,398-69.9% |