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 | $151,263 | $74,888+102.0% | $71,209+112.4% | $142,382+6.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 16.16% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,366 | $2,854-17.1% | $2,721-13.0% | $4,299-45.0% |
| Participant deferral / active EE | $5,155 | $4,454+15.7% | $4,175+23.5% | $6,507-20.8% |
| Admin fee / account holder | $4,422 | $5,568-20.6% | $5,349-17.3% | $12,624-65.0% |