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 | $177,030 | $115,770+52.9% | $101,248+74.8% | $158,922+11.4% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 21.19% | 56.14%-34.9pp | 46.47%-25.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $4,140 | $4,175-0.8% | $3,660+13.1% | $4,761-13.1% |
| Participant deferral / active EE | $8,906 | $4,957+79.7% | $4,370+103.8% | $5,982+48.9% |
| Admin fee / account holder | $2,305 | $7,245-68.2% | $5,945-61.2% | $11,246-79.5% |