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 | $147,694 | $102,616+43.9% | $81,983+80.2% | $158,922-7.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.62% | 61.04%-41.4pp | 41.31%-21.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $30,986 | $3,240+856.3% | $2,498+1140.4% | $4,761+550.8% |
| Participant deferral / active EE | $11,581 | $4,648+149.2% | $3,722+211.1% | $5,982+93.6% |
| Admin fee / account holder | $3,788 | $8,235-54.0% | $5,664-33.1% | $11,246-66.3% |