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 | $249,668 | $118,849+110.1% | $96,562+158.6% | $167,490+49.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.61% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-464.9pp |
| Employer contribution / active EE | $713 | $3,120-77.2% | $2,356-69.8% | $4,837-85.3% |
| Participant deferral / active EE | $2,859 | $4,616-38.1% | $3,849-25.7% | $6,341-54.9% |
| Admin fee / account holder | $3,109 | $8,065-61.5% | $6,181-49.7% | $12,309-74.7% |