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 | $160,649 | $91,552+75.5% | $133,956+19.9% | $79,858+101.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 20.06% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $22,364 | $2,384+838.3% | $3,919+470.7% | $2,471+805.1% |
| Participant deferral / active EE | $4,731 | $3,733+26.7% | $5,048-6.3% | $3,740+26.5% |
| Admin fee / account holder | $3,594 | $6,321-43.1% | $8,927-59.7% | $5,306-32.3% |