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 | $150,955 | $102,966+46.6% | $90,281+67.2% | $152,861-1.2% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 18.77% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,804 | $3,139-10.7% | $2,854-1.8% | $4,762-41.1% |
| Participant deferral / active EE | $5,119 | $4,281+19.6% | $3,885+31.7% | $5,850-12.5% |
| Admin fee / account holder | $1,784 | $6,171-71.1% | $5,351-66.7% | $11,596-84.6% |