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 | $179,179 | $114,381+56.7% | $107,525+66.6% | $142,382+25.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.14% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,856 | $4,015-53.8% | $3,754-50.5% | $4,299-56.8% |
| Participant deferral / active EE | $1,952 | $5,564-64.9% | $5,116-61.8% | $6,507-70.0% |
| Admin fee / account holder | $1,537 | $9,860-84.4% | $8,919-82.8% | $12,624-87.8% |