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 | $161,819 | $58,208+178.0% | $81,812+97.8% | $80,856+100.1% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.3%+24.2pp | 67.6%+28.9pp |
| Annual return | 12.40% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,222 | $2,340+37.7% | $2,912+10.6% | $2,755+17.0% |
| Participant deferral / active EE | $8,368 | $3,281+155.1% | $4,319+93.8% | $4,296+94.8% |
| Admin fee / account holder | $313 | $4,981-93.7% | $7,386-95.8% | $6,918-95.5% |