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 | $176,377 | $115,770+52.4% | $101,248+74.2% | $158,922+11.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.94% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,917 | $4,175-30.1% | $3,660-20.3% | $4,761-38.7% |
| Participant deferral / active EE | $7,205 | $4,957+45.3% | $4,370+64.9% | $5,982+20.4% |
| Admin fee / account holder | $7,833 | $7,245+8.1% | $5,945+31.8% | $11,246-30.3% |