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 | $201,318 | $114,381+76.0% | $107,525+87.2% | $142,382+41.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.88% | 242.71%-212.8pp | 181.32%-151.4pp | 217.08%-187.2pp |
| Employer contribution / active EE | $2,289 | $4,015-43.0% | $3,754-39.0% | $4,299-46.8% |
| Participant deferral / active EE | $3,893 | $5,564-30.0% | $5,116-23.9% | $6,507-40.2% |
| Admin fee / account holder | $813 | $9,860-91.8% | $8,919-90.9% | $12,624-93.6% |