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 | $187,051 | $226,064-17.3% | $182,532+2.5% | $152,861+22.4% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 24.08% | 192.51%-168.4pp | 148.54%-124.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,646 | $4,978-66.9% | $4,076-59.6% | $4,762-65.4% |
| Participant deferral / active EE | $8,823 | $6,368+38.6% | $5,524+59.7% | $5,850+50.8% |
| Admin fee / account holder | $7,612 | $10,703-28.9% | $8,592-11.4% | $11,596-34.4% |