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 | $150,612 | $102,317+47.2% | $146,958+2.5% | $80,856+86.3% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,923 | $3,713+5.7% | $4,933-20.5% | $2,755+42.4% |
| Participant deferral / active EE | $8,291 | $6,644+24.8% | $8,070+2.7% | $4,296+93.0% |
| Admin fee / account holder | $6,762 | $7,941-14.8% | $12,998-48.0% | $6,918-2.3% |