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 | $159,744 | $115,770+38.0% | $101,248+57.8% | $158,922+0.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.81% | 56.14%-37.3pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,808 | $4,175-32.7% | $3,660-23.3% | $4,761-41.0% |
| Participant deferral / active EE | $8,404 | $4,957+69.5% | $4,370+92.3% | $5,982+40.5% |
| Admin fee / account holder | $1,250 | $7,245-82.8% | $5,945-79.0% | $11,246-88.9% |