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 | $148,110 | $91,190+62.4% | $178,490-17.0% | $79,858+85.5% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 19.71% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,232 | $3,256+60.7% | $5,011+4.4% | $2,471+111.7% |
| Participant deferral / active EE | $5,646 | $3,236+74.5% | $5,202+8.6% | $3,740+51.0% |
| Admin fee / account holder | $1,498 | $6,751-77.8% | $13,984-89.3% | $5,306-71.8% |