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 | $170,234 | $112,881+50.8% | $90,951+87.2% | $158,922+7.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.41% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,011 | $2,893-30.5% | $2,122-5.2% | $4,761-57.8% |
| Participant deferral / active EE | $7,061 | $4,128+71.1% | $3,373+109.4% | $5,982+18.0% |
| Admin fee / account holder | $10,759 | $8,041+33.8% | $5,959+80.6% | $11,246-4.3% |