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 | $219,052 | $157,256+39.3% | $141,162+55.2% | $152,861+43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.16% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,210 | $5,261-77.0% | $4,735-74.5% | $4,762-74.6% |
| Participant deferral / active EE | $2,806 | $7,109-60.5% | $6,709-58.2% | $5,850-52.0% |
| Admin fee / account holder | $604 | $12,120-95.0% | $10,261-94.1% | $11,596-94.8% |