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 5-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 | $164,872 | $100,773+63.6% | $88,946+85.4% | $142,382+15.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.88% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,824 | $2,918-3.2% | $2,555+10.5% | $4,299-34.3% |
| Participant deferral / active EE | $10,923 | $5,230+108.8% | $4,581+138.4% | $6,507+67.9% |
| Admin fee / account holder | $1,618 | $9,693-83.3% | $8,261-80.4% | $12,624-87.2% |