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 | $173,291 | $117,841+47.1% | $102,423+69.2% | $145,922+18.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.06% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,319 | $3,615+74.8% | $3,023+109.0% | $4,660+35.6% |
| Participant deferral / active EE | $15,106 | $5,731+163.6% | $5,053+198.9% | $6,688+125.9% |
| Admin fee / account holder | $10,843 | $13,326-18.6% | $9,451+14.7% | $13,397-19.1% |