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 | $151,242 | $112,096+34.9% | $95,952+57.6% | $158,922-4.8% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 18.61% | 171.09%-152.5pp | 91.61%-73.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,581 | $3,198-19.3% | $2,541+1.6% | $4,761-45.8% |
| Participant deferral / active EE | $6,441 | $4,784+34.6% | $4,167+54.6% | $5,982+7.7% |
| Admin fee / account holder | $6,587 | $10,130-35.0% | $6,795-3.1% | $11,246-41.4% |