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 | $159,920 | $108,919+46.8% | $100,391+59.3% | $145,922+9.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 57.88%-45.9pp | 49.20%-37.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,985 | $4,419-9.8% | $3,942+1.1% | $4,660-14.5% |
| Participant deferral / active EE | $15,538 | $8,445+84.0% | $8,082+92.3% | $6,688+132.3% |
| Admin fee / account holder | $3,051 | $9,689-68.5% | $7,899-61.4% | $13,397-77.2% |