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 | $173,433 | $77,634+123.4% | $156,549+10.8% | $62,891+175.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.91% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,708 | $3,444+94.8% | $5,501+21.9% | $2,281+194.1% |
| Participant deferral / active EE | $5,424 | $3,045+78.1% | $4,871+11.3% | $3,203+69.3% |
| Admin fee / account holder | $4,491 | $5,561-19.3% | $13,027-65.5% | $4,296+4.5% |