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 | $166,580 | $111,535+49.4% | $105,223+58.3% | $137,256+21.4% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 16.01% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,115 | $3,939-20.9% | $3,689-15.5% | $4,156-25.0% |
| Participant deferral / active EE | $8,723 | $5,500+58.6% | $5,072+72.0% | $6,407+36.2% |
| Admin fee / account holder | $4,107 | $9,721-57.8% | $8,859-53.6% | $12,270-66.5% |