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 | $208,172 | $118,680+75.4% | $98,907+110.5% | $158,922+31.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.71% | 372.35%-362.6pp | 196.43%-186.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,261 | $3,333-32.2% | $2,689-15.9% | $4,761-52.5% |
| Participant deferral / active EE | $3,945 | $5,088-22.5% | $4,244-7.0% | $5,982-34.1% |
| Admin fee / account holder | $2,191 | $10,131-78.4% | $6,642-67.0% | $11,246-80.5% |