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 | $162,992 | $118,680+37.3% | $98,907+64.8% | $158,922+2.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.62% | 372.35%-361.7pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $573 | $3,333-82.8% | $2,689-78.7% | $4,761-88.0% |
| Participant deferral / active EE | $2,244 | $5,088-55.9% | $4,244-47.1% | $5,982-62.5% |
| Admin fee / account holder | $13,406 | $10,131+32.3% | $6,642+101.9% | $11,246+19.2% |