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 | $150,170 | $103,376+45.3% | $87,100+72.4% | $152,861-1.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 51.47% | 28.10%+23.4pp | 28.19%+23.3pp | 345.32%-293.8pp |
| Employer contribution / active EE | $2,124 | $3,220-34.0% | $2,521-15.7% | $4,762-55.4% |
| Participant deferral / active EE | $2,933 | $4,778-38.6% | $4,049-27.5% | $5,850-49.9% |
| Admin fee / account holder | $1,338 | $12,205-89.0% | $7,497-82.2% | $11,596-88.5% |