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 | $182,503 | $102,317+78.4% | $146,958+24.2% | $80,856+125.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 17.34% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,500 | $3,713+21.2% | $4,933-8.8% | $2,755+63.3% |
| Participant deferral / active EE | $13,029 | $6,644+96.1% | $8,070+61.4% | $4,296+203.3% |
| Admin fee / account holder | $1,498 | $7,941-81.1% | $12,998-88.5% | $6,918-78.3% |