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 | $178,432 | $148,534+20.1% | $135,903+31.3% | $139,434+28.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.37% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,625 | $5,243-30.9% | $4,856-25.4% | $4,751-23.7% |
| Participant deferral / active EE | $22,188 | $8,100+173.9% | $7,758+186.0% | $6,710+230.7% |
| Admin fee / account holder | $2,597 | $12,400-79.1% | $10,762-75.9% | $11,403-77.2% |