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 | $170,791 | $102,966+65.9% | $90,281+89.2% | $152,861+11.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.39% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,065 | $3,139-34.2% | $2,854-27.7% | $4,762-56.6% |
| Participant deferral / active EE | $12,778 | $4,281+198.4% | $3,885+228.9% | $5,850+118.4% |
| Admin fee / account holder | $1,819 | $6,171-70.5% | $5,351-66.0% | $11,596-84.3% |