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 | $155,740 | $107,334+45.1% | $92,893+67.7% | $152,861+1.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 20.36% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,286 | $4,221-45.8% | $3,653-37.4% | $4,762-52.0% |
| Participant deferral / active EE | $9,425 | $4,845+94.5% | $4,236+122.5% | $5,850+61.1% |
| Admin fee / account holder | $2,155 | $7,079-69.6% | $5,794-62.8% | $11,596-81.4% |