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 | $150,065 | $99,652+50.6% | $78,778+90.5% | $147,584+1.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 18.98% | 47.28%-28.3pp | 35.62%-16.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,510 | $2,796-46.0% | $1,986-24.0% | $4,876-69.0% |
| Participant deferral / active EE | $3,683 | $3,664+0.5% | $2,958+24.5% | $5,439-32.3% |
| Admin fee / account holder | $1,117 | $7,155-84.4% | $5,134-78.2% | $10,885-89.7% |