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 | $149,877 | $118,427+26.6% | $66,042+126.9% | $142,382+5.3% |
| Participation rate | 81.8% | 68.1%+13.7pp | 67.5%+14.3pp | 80.1%+1.7pp |
| Annual return | 10.95% | 35.57%-24.6pp | 52.11%-41.2pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,403 | $2,570-6.5% | $1,579+52.1% | $4,299-44.1% |
| Participant deferral / active EE | $3,429 | $4,311-20.5% | $2,835+20.9% | $6,507-47.3% |
| Admin fee / account holder | $21,909 | $9,593+128.4% | $5,747+281.2% | $12,624+73.6% |