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 | $150,407 | $102,616+46.6% | $81,983+83.5% | $158,922-5.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.20% | 61.04%-50.8pp | 41.31%-31.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $10,626 | $3,240+228.0% | $2,498+325.4% | $4,761+123.2% |
| Participant deferral / active EE | $9,869 | $4,648+112.3% | $3,722+165.1% | $5,982+65.0% |
| Admin fee / account holder | $9,039 | $8,235+9.8% | $5,664+59.6% | $11,246-19.6% |