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 | $164,843 | $97,757+68.6% | $83,848+96.6% | $135,375+21.8% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | 12.99% | 1287.37%-1274.4pp | 850.88%-837.9pp | 519.73%-506.7pp |
| Employer contribution / active EE | $2,882 | $4,222-31.7% | $3,631-20.6% | $4,779-39.7% |
| Participant deferral / active EE | $7,418 | $4,682+58.4% | $4,082+81.7% | $5,609+32.3% |
| Admin fee / account holder | $10,435 | $6,674+56.4% | $5,478+90.5% | $10,827-3.6% |