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 | $150,529 | $118,849+26.7% | $96,562+55.9% | $167,490-10.1% |
| Participation rate | 77.3% | 75.5%+1.8pp | 69.8%+7.5pp | 82.1%-4.8pp |
| Annual return | 13.14% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,776 | $3,120-43.1% | $2,356-24.6% | $4,837-63.3% |
| Participant deferral / active EE | $6,192 | $4,616+34.1% | $3,849+60.9% | $6,341-2.3% |
| Admin fee / account holder | $4,832 | $8,065-40.1% | $6,181-21.8% | $12,309-60.7% |