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 | $220,653 | $112,881+95.5% | $90,951+142.6% | $158,922+38.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.63% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $464 | $2,893-84.0% | $2,122-78.2% | $4,761-90.3% |
| Participant deferral / active EE | $2,314 | $4,128-43.9% | $3,373-31.4% | $5,982-61.3% |
| Admin fee / account holder | $12,168 | $8,041+51.3% | $5,959+104.2% | $11,246+8.2% |