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 | $144,511 | $107,334+34.6% | $92,893+55.6% | $152,861-5.5% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 25.58% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,233 | $4,221-70.8% | $3,653-66.2% | $4,762-74.1% |
| Participant deferral / active EE | $4,776 | $4,845-1.4% | $4,236+12.8% | $5,850-18.4% |
| Admin fee / account holder | $841 | $7,079-88.1% | $5,794-85.5% | $11,596-92.7% |