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 | $171,825 | $107,934+59.2% | $91,989+86.8% | $152,861+12.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.03% | 89.24%-68.2pp | 69.02%-48.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $8,202 | $4,210+94.8% | $3,452+137.6% | $4,762+72.2% |
| Participant deferral / active EE | $8,988 | $6,364+41.2% | $5,923+51.8% | $5,850+53.6% |
| Admin fee / account holder | $12,479 | $10,520+18.6% | $7,743+61.2% | $11,596+7.6% |