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 | $180,304 | $112,881+59.7% | $90,951+98.2% | $158,922+13.5% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 14.82% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,685 | $2,893+131.1% | $2,122+215.1% | $4,761+40.4% |
| Participant deferral / active EE | $7,579 | $4,128+83.6% | $3,373+124.7% | $5,982+26.7% |
| Admin fee / account holder | $1,336 | $8,041-83.4% | $5,959-77.6% | $11,246-88.1% |