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 | $158,741 | $112,881+40.6% | $90,951+74.5% | $158,922-0.1% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 21.28% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,528 | $2,893-47.2% | $2,122-28.0% | $4,761-67.9% |
| Participant deferral / active EE | $3,207 | $4,128-22.3% | $3,373-4.9% | $5,982-46.4% |
| Admin fee / account holder | $1,324 | $8,041-83.5% | $5,959-77.8% | $11,246-88.2% |