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 | $190,830 | $100,773+89.4% | $88,946+114.5% | $142,382+34.0% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 17.64% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,311 | $2,918+219.1% | $2,555+264.4% | $4,299+116.6% |
| Participant deferral / active EE | $10,072 | $5,230+92.6% | $4,581+119.8% | $6,507+54.8% |
| Admin fee / account holder | $1,256 | $9,693-87.0% | $8,261-84.8% | $12,624-90.1% |