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 | $163,132 | $115,770+40.9% | $101,248+61.1% | $158,922+2.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.41% | 56.14%-41.7pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,765 | $4,175-33.8% | $3,660-24.4% | $4,761-41.9% |
| Participant deferral / active EE | $13,240 | $4,957+167.1% | $4,370+203.0% | $5,982+121.3% |
| Admin fee / account holder | $9,919 | $7,245+36.9% | $5,945+66.8% | $11,246-11.8% |