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 | $153,911 | $103,376+48.9% | $87,100+76.7% | $152,861+0.7% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 15.71% | 28.10%-12.4pp | 28.19%-12.5pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,701 | $3,220-47.2% | $2,521-32.5% | $4,762-64.3% |
| Participant deferral / active EE | $4,931 | $4,778+3.2% | $4,049+21.8% | $5,850-15.7% |
| Admin fee / account holder | $10,174 | $12,205-16.6% | $7,497+35.7% | $11,596-12.3% |