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 | $162,161 | $226,064-28.3% | $182,532-11.2% | $152,861+6.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.71% | 192.51%-177.8pp | 148.54%-133.8pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,748 | $4,978-64.9% | $4,076-57.1% | $4,762-63.3% |
| Participant deferral / active EE | $6,589 | $6,368+3.5% | $5,524+19.3% | $5,850+12.6% |
| Admin fee / account holder | $786 | $10,703-92.7% | $8,592-90.9% | $11,596-93.2% |