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 | $228,351 | $108,919+109.7% | $100,391+127.5% | $145,922+56.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 57.88%-47.4pp | 49.20%-38.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,911 | $4,419-56.8% | $3,942-51.5% | $4,660-59.0% |
| Participant deferral / active EE | $2,595 | $8,445-69.3% | $8,082-67.9% | $6,688-61.2% |
| Admin fee / account holder | $13,635 | $9,689+40.7% | $7,899+72.6% | $13,397+1.8% |