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 | $176,032 | $98,750+78.3% | $149,696+17.6% | $79,858+120.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 16.64% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $7,716 | $3,216+139.9% | $4,644+66.1% | $2,471+212.3% |
| Participant deferral / active EE | $6,924 | $5,680+21.9% | $6,842+1.2% | $3,740+85.1% |
| Admin fee / account holder | $4,631 | $6,053-23.5% | $9,309-50.2% | $5,306-12.7% |