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 | $166,738 | $104,974+58.8% | $95,585+74.4% | $142,382+17.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.46% | 210.33%-198.9pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,746 | $2,779-37.2% | $2,527-30.9% | $4,299-59.4% |
| Participant deferral / active EE | $3,524 | $4,352-19.0% | $4,023-12.4% | $6,507-45.8% |
| Admin fee / account holder | $2,139 | $6,386-66.5% | $6,127-65.1% | $12,624-83.1% |