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 | $184,311 | $118,849+55.1% | $96,562+90.9% | $167,490+10.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.83% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,997 | $3,120+28.1% | $2,356+69.6% | $4,837-17.4% |
| Participant deferral / active EE | $5,979 | $4,616+29.5% | $3,849+55.3% | $6,341-5.7% |
| Admin fee / account holder | $3,357 | $8,065-58.4% | $6,181-45.7% | $12,309-72.7% |