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 | $180,613 | $97,757+84.8% | $83,848+115.4% | $135,375+33.4% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 6.24% | 1287.37%-1281.1pp | 850.88%-844.6pp | 519.73%-513.5pp |
| Employer contribution / active EE | $1,591 | $4,222-62.3% | $3,631-56.2% | $4,779-66.7% |
| Participant deferral / active EE | $4,662 | $4,682-0.4% | $4,082+14.2% | $5,609-16.9% |
| Admin fee / account holder | $11,884 | $6,674+78.1% | $5,478+116.9% | $10,827+9.8% |