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 | $171,798 | $100,041+71.7% | $149,718+14.7% | $70,131+145.0% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.1%-5.6pp | 69.5%+11.9pp |
| Annual return | 20.42% | 27.43%-7.0pp | 1501.63%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $7,057 | $3,662+92.7% | $5,445+29.6% | $2,342+201.3% |
| Participant deferral / active EE | $12,777 | $4,983+156.4% | $6,569+94.5% | $3,332+283.5% |
| Admin fee / account holder | $1,043 | $8,286-87.4% | $11,283-90.8% | $4,645-77.6% |