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 | $182,327 | $111,754+63.2% | $103,333+76.4% | $145,922+24.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 47.10% | 24.77%+22.3pp | 24.88%+22.2pp | 561.29%-514.2pp |
| Employer contribution / active EE | $3,150 | $4,212-25.2% | $3,868-18.6% | $4,660-32.4% |
| Participant deferral / active EE | $7,714 | $5,619+37.3% | $5,057+52.5% | $6,688+15.3% |
| Admin fee / account holder | $55,380 | $9,750+468.0% | $8,355+562.9% | $13,397+313.4% |