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 | $161,603 | $104,907+54.0% | $84,611+91.0% | $152,861+5.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 27.32% | 373.79%-346.5pp | 258.74%-231.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $5,007 | $3,302+51.7% | $2,652+88.8% | $4,762+5.1% |
| Participant deferral / active EE | $12,991 | $4,688+177.1% | $3,899+233.2% | $5,850+122.1% |
| Admin fee / account holder | $1,997 | $6,241-68.0% | $4,912-59.3% | $11,596-82.8% |