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 | $149,771 | $118,849+26.0% | $96,562+55.1% | $167,490-10.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 18.83% | 50.49%-31.7pp | 37.78%-19.0pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,362 | $3,120-56.4% | $2,356-42.2% | $4,837-71.9% |
| Participant deferral / active EE | $7,640 | $4,616+65.5% | $3,849+98.5% | $6,341+20.5% |
| Admin fee / account holder | $2,116 | $8,065-73.8% | $6,181-65.8% | $12,309-82.8% |