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 | $157,928 | $126,519+24.8% | $106,201+48.7% | $145,959+8.2% |
| Participation rate | 84.6% | 77.7%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 10.13% | 225.10%-215.0pp | 116.26%-106.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,690 | $3,726-54.6% | $3,170-46.7% | $4,661-63.7% |
| Participant deferral / active EE | $4,689 | $5,716-18.0% | $5,012-6.5% | $6,689-29.9% |
| Admin fee / account holder | $1,112 | $17,312-93.6% | $11,039-89.9% | $13,398-91.7% |