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 | $189,914 | $115,770+64.0% | $101,248+87.6% | $158,922+19.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.70% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,773 | $4,175-57.5% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $6,890 | $4,957+39.0% | $4,370+57.7% | $5,982+15.2% |
| Admin fee / account holder | $8,239 | $7,245+13.7% | $5,945+38.6% | $11,246-26.7% |