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 | $190,175 | $138,065+37.7% | $123,544+53.9% | $135,375+40.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.75% | 153.68%-152.9pp | 119.20%-118.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $1,967 | $5,151-61.8% | $4,628-57.5% | $4,779-58.8% |
| Participant deferral / active EE | $11,984 | $6,799+76.3% | $6,426+86.5% | $5,609+113.7% |
| Admin fee / account holder | $2,264 | $10,916-79.3% | $9,284-75.6% | $10,827-79.1% |