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 | $161,722 | $102,616+57.6% | $81,983+97.3% | $158,922+1.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.62% | 61.04%-50.4pp | 41.31%-30.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,619 | $3,240-50.0% | $2,498-35.2% | $4,761-66.0% |
| Participant deferral / active EE | $3,533 | $4,648-24.0% | $3,722-5.1% | $5,982-40.9% |
| Admin fee / account holder | $12,000 | $8,235+45.7% | $5,664+111.9% | $11,246+6.7% |