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 | $146,585 | $91,552+60.1% | $133,956+9.4% | $79,858+83.6% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 16.14% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,699 | $2,384-28.7% | $3,919-56.6% | $2,471-31.2% |
| Participant deferral / active EE | $4,583 | $3,733+22.8% | $5,048-9.2% | $3,740+22.5% |
| Admin fee / account holder | $662 | $6,321-89.5% | $8,927-92.6% | $5,306-87.5% |