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 | $173,725 | $118,849+46.2% | $96,562+79.9% | $167,490+3.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.82% | 50.49%-33.7pp | 37.78%-21.0pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,975 | $3,120-36.7% | $2,356-16.2% | $4,837-59.2% |
| Participant deferral / active EE | $4,632 | $4,616+0.3% | $3,849+20.3% | $6,341-27.0% |
| Admin fee / account holder | $309 | $8,065-96.2% | $6,181-95.0% | $12,309-97.5% |