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 | $185,568 | $101,069+83.6% | $81,478+127.8% | $147,584+25.7% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 17.56% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $10,906 | $3,205+240.3% | $2,568+324.8% | $4,876+123.7% |
| Participant deferral / active EE | $7,330 | $4,242+72.8% | $3,537+107.3% | $5,439+34.8% |
| Admin fee / account holder | $1,160 | $5,812-80.0% | $4,561-74.6% | $10,885-89.3% |