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 | $168,385 | $102,616+64.1% | $81,983+105.4% | $158,922+6.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 24.38% | 61.04%-36.7pp | 41.31%-16.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $5,194 | $3,240+60.3% | $2,498+107.9% | $4,761+9.1% |
| Participant deferral / active EE | $9,983 | $4,648+114.8% | $3,722+168.2% | $5,982+66.9% |
| Admin fee / account holder | $486 | $8,235-94.1% | $5,664-91.4% | $11,246-95.7% |