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 | $161,690 | $64,839+149.4% | $95,585+69.2% | $84,808+90.7% |
| Participation rate | 97.5% | 63.8%+33.7pp | 72.1%+25.4pp | 68.3%+29.2pp |
| Annual return | 19.92% | -670.96%+690.9pp | 38.56%-18.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $5,675 | $1,759+222.7% | $2,527+124.6% | $2,631+115.7% |
| Participant deferral / active EE | $8,500 | $2,965+186.7% | $4,023+111.3% | $4,212+101.8% |
| Admin fee / account holder | $2,510 | $5,964-57.9% | $6,127-59.0% | $7,344-65.8% |