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 | $169,988 | $115,770+46.8% | $101,248+67.9% | $158,922+7.0% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 15.09% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $12,164 | $4,175+191.4% | $3,660+232.4% | $4,761+155.5% |
| Participant deferral / active EE | $7,982 | $4,957+61.0% | $4,370+82.6% | $5,982+33.4% |
| Admin fee / account holder | $6,809 | $7,245-6.0% | $5,945+14.5% | $11,246-39.4% |