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 | $198,485 | $148,534+33.6% | $135,903+46.0% | $139,434+42.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 29.39% | 79.19%-49.8pp | 68.23%-38.8pp | 372.94%-343.6pp |
| Employer contribution / active EE | $2,264 | $5,243-56.8% | $4,856-53.4% | $4,751-52.3% |
| Participant deferral / active EE | $10,550 | $8,100+30.2% | $7,758+36.0% | $6,710+57.2% |
| Admin fee / account holder | $6,241 | $12,400-49.7% | $10,762-42.0% | $11,403-45.3% |