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 | $158,872 | $91,190+74.2% | $178,490-11.0% | $79,858+98.9% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 16.18% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $8,072 | $3,256+147.9% | $5,011+61.1% | $2,471+226.7% |
| Participant deferral / active EE | $5,246 | $3,236+62.1% | $5,202+0.9% | $3,740+40.3% |
| Admin fee / account holder | $974 | $6,751-85.6% | $13,984-93.0% | $5,306-81.6% |