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 | $154,335 | $81,208+90.0% | $98,907+56.0% | $79,858+93.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.97% | 60.99%-49.0pp | 196.43%-184.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,856 | $1,960+45.7% | $2,689+6.2% | $2,471+15.6% |
| Participant deferral / active EE | $5,143 | $3,265+57.5% | $4,244+21.2% | $3,740+37.5% |
| Admin fee / account holder | $923 | $6,013-84.6% | $6,642-86.1% | $5,306-82.6% |