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 | $187,026 | $118,849+57.4% | $96,562+93.7% | $167,490+11.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.80% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $8,000 | $3,120+156.4% | $2,356+239.5% | $4,837+65.4% |
| Participant deferral / active EE | $9,093 | $4,616+97.0% | $3,849+136.2% | $6,341+43.4% |
| Admin fee / account holder | $1,120 | $8,065-86.1% | $6,181-81.9% | $12,309-90.9% |