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 | $152,213 | $99,877+52.4% | $84,966+79.1% | $145,922+4.3% |
| Participation rate | 82.4% | 74.1%+8.3pp | 67.5%+14.9pp | 80.3%+2.1pp |
| Annual return | 19.23% | 83.76%-64.5pp | 66.38%-47.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,527 | $3,231-21.8% | $2,727-7.3% | $4,660-45.8% |
| Participant deferral / active EE | $16,059 | $5,291+203.5% | $4,519+255.3% | $6,688+140.1% |
| Admin fee / account holder | $12,139 | $7,248+67.5% | $6,149+97.4% | $13,397-9.4% |