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 | $150,734 | $115,882+30.1% | $100,516+50.0% | $158,922-5.2% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 12.55% | 34.79%-22.2pp | 30.89%-18.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,128 | $4,103-48.1% | $3,418-37.7% | $4,761-55.3% |
| Participant deferral / active EE | $9,602 | $6,674+43.9% | $6,270+53.1% | $5,982+60.5% |
| Admin fee / account holder | $360 | $10,995-96.7% | $8,081-95.5% | $11,246-96.8% |