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 | $170,910 | $114,381+49.4% | $107,525+58.9% | $142,382+20.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 12.44% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,350 | $4,015-41.5% | $3,754-37.4% | $4,299-45.3% |
| Participant deferral / active EE | $3,404 | $5,564-38.8% | $5,116-33.5% | $6,507-47.7% |
| Admin fee / account holder | $1,507 | $9,860-84.7% | $8,919-83.1% | $12,624-88.1% |