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 | $156,071 | $175,202-10.9% | $149,673+4.3% | $139,434+11.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 11.46% | 166.71%-155.2pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,549 | $5,474-53.4% | $4,818-47.1% | $4,751-46.3% |
| Participant deferral / active EE | $10,432 | $6,519+60.0% | $5,680+83.7% | $6,710+55.5% |
| Admin fee / account holder | $25,270 | $16,150+56.5% | $13,210+91.3% | $11,403+121.6% |