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 | $179,998 | $112,881+59.5% | $90,951+97.9% | $158,922+13.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.66% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $795 | $2,893-72.5% | $2,122-62.5% | $4,761-83.3% |
| Participant deferral / active EE | $4,310 | $4,128+4.4% | $3,373+27.8% | $5,982-27.9% |
| Admin fee / account holder | $1,334 | $8,041-83.4% | $5,959-77.6% | $11,246-88.1% |