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 | $193,167 | $138,065+39.9% | $123,544+56.4% | $135,375+42.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 10.37% | 153.68%-143.3pp | 119.20%-108.8pp | 519.73%-509.4pp |
| Employer contribution / active EE | $10,065 | $5,151+95.4% | $4,628+117.5% | $4,779+110.6% |
| Participant deferral / active EE | $4,972 | $6,799-26.9% | $6,426-22.6% | $5,609-11.4% |
| Admin fee / account holder | $5,978 | $10,916-45.2% | $9,284-35.6% | $10,827-44.8% |