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 | $156,976 | $104,907+49.6% | $84,611+85.5% | $152,861+2.7% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 25.00% | 373.79%-348.8pp | 258.74%-233.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,982 | $3,302-40.0% | $2,652-25.3% | $4,762-58.4% |
| Participant deferral / active EE | $3,713 | $4,688-20.8% | $3,899-4.8% | $5,850-36.5% |
| Admin fee / account holder | $1,648 | $6,241-73.6% | $4,912-66.5% | $11,596-85.8% |