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 | $212,324 | $118,849+78.6% | $96,562+119.9% | $167,490+26.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,279 | $3,120-26.9% | $2,356-3.3% | $4,837-52.9% |
| Participant deferral / active EE | $6,726 | $4,616+45.7% | $3,849+74.7% | $6,341+6.1% |
| Admin fee / account holder | $6,537 | $8,065-19.0% | $6,181+5.8% | $12,309-46.9% |