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 | $153,537 | $115,770+32.6% | $101,248+51.6% | $158,922-3.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 16.93% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,521 | $4,175-15.6% | $3,660-3.8% | $4,761-26.0% |
| Participant deferral / active EE | $9,068 | $4,957+82.9% | $4,370+107.5% | $5,982+51.6% |
| Admin fee / account holder | $9,610 | $7,245+32.6% | $5,945+61.6% | $11,246-14.5% |