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 | $149,351 | $64,324+132.2% | $118,925+25.6% | $79,858+87.0% |
| Participation rate | 84.0% | 64.9%+19.1pp | 75.4%+8.6pp | 69.6%+14.4pp |
| Annual return | 14.14% | 86.45%-72.3pp | 35.88%-21.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,475 | $1,836-19.7% | $3,263-54.8% | $2,471-40.3% |
| Participant deferral / active EE | $4,571 | $2,824+61.9% | $4,265+7.2% | $3,740+22.2% |
| Admin fee / account holder | $1,823 | $4,040-54.9% | $6,581-72.3% | $5,306-65.6% |