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 | $238,334 | $118,680+100.8% | $98,907+141.0% | $158,922+50.0% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 16.03% | 372.35%-356.3pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,064 | $3,333-8.1% | $2,689+14.0% | $4,761-35.6% |
| Participant deferral / active EE | $9,358 | $5,088+83.9% | $4,244+120.5% | $5,982+56.4% |
| Admin fee / account holder | $17,985 | $10,131+77.5% | $6,642+170.8% | $11,246+59.9% |