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 | $153,841 | $115,770+32.9% | $101,248+51.9% | $158,922-3.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 19.21% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $4,901 | $4,175+17.4% | $3,660+33.9% | $4,761+2.9% |
| Participant deferral / active EE | $11,565 | $4,957+133.3% | $4,370+164.6% | $5,982+93.3% |
| Admin fee / account holder | $8,420 | $7,245+16.2% | $5,945+41.6% | $11,246-25.1% |