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 | $161,633 | $111,724+44.7% | $93,606+72.7% | $145,922+10.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 202.98%-193.2pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,091 | $3,090+161.9% | $2,420+234.4% | $4,660+73.6% |
| Participant deferral / active EE | $10,030 | $4,912+104.2% | $4,411+127.4% | $6,688+50.0% |
| Admin fee / account holder | $2,137 | $10,250-79.2% | $8,285-74.2% | $13,397-84.1% |