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 | $171,063 | $114,381+49.6% | $107,525+59.1% | $142,382+20.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.86% | 242.71%-221.8pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,383 | $4,015+59.0% | $3,754+70.0% | $4,299+48.5% |
| Participant deferral / active EE | $15,704 | $5,564+182.2% | $5,116+207.0% | $6,507+141.3% |
| Admin fee / account holder | $2,902 | $9,860-70.6% | $8,919-67.5% | $12,624-77.0% |