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 | $152,417 | $111,535+36.7% | $105,223+44.9% | $137,256+11.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.43% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,408 | $3,939-64.3% | $3,689-61.8% | $4,156-66.1% |
| Participant deferral / active EE | $3,535 | $5,500-35.7% | $5,072-30.3% | $6,407-44.8% |
| Admin fee / account holder | $527 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |