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 | $161,848 | $89,355+81.1% | $141,162+14.7% | $72,985+121.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 33.54% | 111.85%-78.3pp | 71.39%-37.8pp | 81.00%-47.5pp |
| Employer contribution / active EE | $4,375 | $3,114+40.5% | $4,735-7.6% | $2,440+79.3% |
| Participant deferral / active EE | $8,615 | $5,418+59.0% | $6,709+28.4% | $3,607+138.8% |
| Admin fee / account holder | $6,411 | $5,958+7.6% | $10,261-37.5% | $5,124+25.1% |