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 | $209,751 | $112,881+85.8% | $90,951+130.6% | $158,922+32.0% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 12.74% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,539 | $2,893-12.2% | $2,122+19.7% | $4,761-46.7% |
| Participant deferral / active EE | $6,384 | $4,128+54.7% | $3,373+89.3% | $5,982+6.7% |
| Admin fee / account holder | $47,867 | $8,041+495.3% | $5,959+703.3% | $11,246+325.6% |