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 | $154,955 | $112,096+38.2% | $95,952+61.5% | $158,922-2.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 6.95% | 171.09%-164.1pp | 91.61%-84.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,172 | $3,198-63.3% | $2,541-53.9% | $4,761-75.4% |
| Participant deferral / active EE | $4,763 | $4,784-0.4% | $4,167+14.3% | $5,982-20.4% |
| Admin fee / account holder | $6,564 | $10,130-35.2% | $6,795-3.4% | $11,246-41.6% |