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 | $155,045 | $106,890+45.1% | $84,015+84.5% | $152,861+1.4% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 19.02% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,668 | $2,734+34.2% | $1,983+84.9% | $4,762-23.0% |
| Participant deferral / active EE | $6,107 | $4,011+52.2% | $3,239+88.6% | $5,850+4.4% |
| Admin fee / account holder | $2,824 | $8,285-65.9% | $6,101-53.7% | $11,596-75.6% |