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 | $153,511 | $97,125+58.1% | $86,233+78.0% | $137,256+11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.92% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,430 | $2,841+55.9% | $2,504+76.9% | $4,156+6.6% |
| Participant deferral / active EE | $11,478 | $5,180+121.6% | $4,559+151.8% | $6,407+79.2% |
| Admin fee / account holder | $1,728 | $9,725-82.2% | $8,342-79.3% | $12,270-85.9% |