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 | $173,751 | $99,652+74.4% | $78,778+120.6% | $147,584+17.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 17.94% | 47.28%-29.3pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $4,117 | $2,796+47.3% | $1,986+107.3% | $4,876-15.6% |
| Participant deferral / active EE | $5,902 | $3,664+61.1% | $2,958+99.5% | $5,439+8.5% |
| Admin fee / account holder | $850 | $7,155-88.1% | $5,134-83.4% | $10,885-92.2% |