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 | $158,614 | $112,096+41.5% | $95,952+65.3% | $158,922-0.2% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 9.69% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,346 | $3,198-57.9% | $2,541-47.0% | $4,761-71.7% |
| Participant deferral / active EE | $3,149 | $4,784-34.2% | $4,167-24.4% | $5,982-47.4% |
| Admin fee / account holder | $18,310 | $10,130+80.7% | $6,795+169.4% | $11,246+62.8% |