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 | $159,081 | $102,382+55.4% | $147,005+8.2% | $80,874+96.7% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 15.35% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $10,175 | $3,715+173.9% | $4,934+106.2% | $2,756+269.2% |
| Participant deferral / active EE | $12,501 | $6,646+88.1% | $8,070+54.9% | $4,297+190.9% |
| Admin fee / account holder | $2,056 | $7,942-74.1% | $13,006-84.2% | $6,935-70.4% |