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 | $181,068 | $112,096+61.5% | $95,952+88.7% | $158,922+13.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.97% | 171.09%-149.1pp | 91.61%-69.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,573 | $3,198-50.8% | $2,541-38.1% | $4,761-67.0% |
| Participant deferral / active EE | $5,879 | $4,784+22.9% | $4,167+41.1% | $5,982-1.7% |
| Admin fee / account holder | $422 | $10,130-95.8% | $6,795-93.8% | $11,246-96.2% |