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 | $189,751 | $111,814+69.7% | $93,654+102.6% | $145,959+30.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.82% | 203.30%-186.5pp | 133.34%-116.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $4,048 | $3,092+30.9% | $2,421+67.2% | $4,661-13.2% |
| Participant deferral / active EE | $8,837 | $4,914+79.8% | $4,413+100.3% | $6,689+32.1% |
| Admin fee / account holder | $767 | $10,246-92.5% | $8,282-90.7% | $13,398-94.3% |