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 5-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 | $156,028 | $117,983+32.2% | $101,794+53.3% | $142,382+9.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 12.71% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $11,005 | $2,773+296.9% | $2,289+380.8% | $4,299+156.0% |
| Participant deferral / active EE | $7,539 | $4,714+59.9% | $4,084+84.6% | $6,507+15.8% |
| Admin fee / account holder | $1,480 | $10,433-85.8% | $8,777-83.1% | $12,624-88.3% |