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 | $156,071 | $121,625+28.3% | $104,607+49.2% | $158,922-1.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.63% | 465.26%-451.6pp | 340.46%-326.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,199 | $3,163-30.5% | $2,681-17.9% | $4,761-53.8% |
| Participant deferral / active EE | $6,002 | $4,177+43.7% | $3,740+60.5% | $5,982+0.3% |
| Admin fee / account holder | $5,012 | $7,787-35.6% | $6,473-22.6% | $11,246-55.4% |