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 | $150,787 | $88,672+70.0% | $105,223+43.3% | $82,448+82.9% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 22.33% | 30.86%-8.5pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $3,677 | $3,048+20.6% | $3,689-0.3% | $2,551+44.1% |
| Participant deferral / active EE | $8,492 | $4,036+110.4% | $5,072+67.4% | $4,139+105.2% |
| Admin fee / account holder | $1,362 | $7,146-80.9% | $8,859-84.6% | $7,234-81.2% |