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 | $179,855 | $104,974+71.3% | $95,585+88.2% | $142,382+26.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.77% | 210.33%-198.6pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,882 | $2,779+39.7% | $2,527+53.6% | $4,299-9.7% |
| Participant deferral / active EE | $7,387 | $4,352+69.7% | $4,023+83.6% | $6,507+13.5% |
| Admin fee / account holder | $6,454 | $6,386+1.1% | $6,127+5.3% | $12,624-48.9% |