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 | $217,652 | $48,570+348.1% | $130,648+66.6% | $72,985+198.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 18.67% | 38.63%-20.0pp | 1708.96%-1690.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,090 | $1,334-18.3% | $4,092-73.4% | $2,440-55.3% |
| Participant deferral / active EE | $8,637 | $2,384+262.3% | $3,603+139.7% | $3,607+139.4% |
| Admin fee / account holder | $1,817 | $3,549-48.8% | $5,464-66.8% | $5,124-64.5% |