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 | $178,983 | $100,773+77.6% | $88,946+101.2% | $142,382+25.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.24% | 70.18%-44.9pp | 57.82%-32.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,713 | $2,918-41.3% | $2,555-33.0% | $4,299-60.2% |
| Participant deferral / active EE | $13,542 | $5,230+158.9% | $4,581+195.6% | $6,507+108.1% |
| Admin fee / account holder | $1,554 | $9,693-84.0% | $8,261-81.2% | $12,624-87.7% |