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 | $127,641 | $91,552+39.4% | $133,956-4.7% | $79,858+59.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.21% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $8,606 | $2,384+261.1% | $3,919+119.6% | $2,471+248.3% |
| Participant deferral / active EE | $6,808 | $3,733+82.3% | $5,048+34.9% | $3,740+82.0% |
| Admin fee / account holder | $775 | $6,321-87.7% | $8,927-91.3% | $5,306-85.4% |