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 | $159,081 | $102,317+55.5% | $146,958+8.2% | $80,856+96.7% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 15.35% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $10,175 | $3,713+174.0% | $4,933+106.3% | $2,755+269.3% |
| Participant deferral / active EE | $12,501 | $6,644+88.2% | $8,070+54.9% | $4,296+191.0% |
| Admin fee / account holder | $2,056 | $7,941-74.1% | $12,998-84.2% | $6,918-70.3% |