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 | $157,739 | $68,346+130.8% | $94,646+66.7% | $75,163+109.9% |
| Participation rate | 86.8% | 76.1%+10.7pp | 80.8%+6.0pp | 67.2%+19.7pp |
| Annual return | 21.43% | 616.93%-595.5pp | 156.71%-135.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $4,963 | $2,701+83.8% | $3,672+35.1% | $2,670+85.9% |
| Participant deferral / active EE | $9,844 | $6,537+50.6% | $7,418+32.7% | $4,125+138.6% |
| Admin fee / account holder | $1,067 | $5,326-80.0% | $7,231-85.2% | $5,651-81.1% |