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 | $111,243 | $81,208+37.0% | $98,907+12.5% | $79,858+39.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.41% | 60.99%-42.6pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,464 | $1,960+76.8% | $2,689+28.8% | $2,471+40.2% |
| Participant deferral / active EE | $5,515 | $3,265+68.9% | $4,244+29.9% | $3,740+47.5% |
| Admin fee / account holder | $1,602 | $6,013-73.4% | $6,642-75.9% | $5,306-69.8% |