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 | $151,671 | $99,877+51.9% | $84,966+78.5% | $145,922+3.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.13% | 83.76%-71.6pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $12,840 | $3,231+297.3% | $2,727+370.8% | $4,660+175.6% |
| Participant deferral / active EE | $12,609 | $5,291+138.3% | $4,519+179.0% | $6,688+88.5% |
| Admin fee / account holder | $6,403 | $7,248-11.7% | $6,149+4.1% | $13,397-52.2% |