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 | $156,447 | $117,841+32.8% | $102,423+52.7% | $145,922+7.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 10.09% | 31.65%-21.6pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,751 | $3,615+31.4% | $3,023+57.2% | $4,660+2.0% |
| Participant deferral / active EE | $8,431 | $5,731+47.1% | $5,053+66.8% | $6,688+26.1% |
| Admin fee / account holder | $5,875 | $13,326-55.9% | $9,451-37.8% | $13,397-56.1% |