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 | $144,398 | $115,770+24.7% | $101,248+42.6% | $158,922-9.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.81% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,176 | $4,175-23.9% | $3,660-13.2% | $4,761-33.3% |
| Participant deferral / active EE | $3,944 | $4,957-20.4% | $4,370-9.8% | $5,982-34.1% |
| Admin fee / account holder | $1,870 | $7,245-74.2% | $5,945-68.5% | $11,246-83.4% |