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 | $189,157 | $114,381+65.4% | $107,525+75.9% | $142,382+32.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,855 | $4,015+20.9% | $3,754+29.3% | $4,299+12.9% |
| Participant deferral / active EE | $13,237 | $5,564+137.9% | $5,116+158.8% | $6,507+103.4% |
| Admin fee / account holder | $27,914 | $9,860+183.1% | $8,919+213.0% | $12,624+121.1% |