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 | $153,803 | $95,971+60.3% | $74,550+106.3% | $135,375+13.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.41% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $493 | $2,716-81.8% | $1,961-74.8% | $4,779-89.7% |
| Participant deferral / active EE | $6,637 | $3,843+72.7% | $3,108+113.5% | $5,609+18.3% |
| Admin fee / account holder | $923 | $6,522-85.9% | $5,060-81.8% | $10,827-91.5% |