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 | $178,645 | $91,538+95.2% | $129,995+37.4% | $75,163+137.7% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.5pp | 67.2%+26.7pp |
| Annual return | 21.56% | -631.11%+652.7pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,973 | $2,845+39.6% | $4,320-8.0% | $2,670+48.8% |
| Participant deferral / active EE | $8,196 | $4,341+88.8% | $5,820+40.8% | $4,125+98.7% |
| Admin fee / account holder | $2,472 | $6,790-63.6% | $10,614-76.7% | $5,651-56.3% |