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 | $236,521 | $102,966+129.7% | $90,281+162.0% | $152,861+54.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 22.72% | 95.16%-72.4pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,136 | $3,139+63.6% | $2,854+79.9% | $4,762+7.8% |
| Participant deferral / active EE | $8,304 | $4,281+94.0% | $3,885+113.7% | $5,850+42.0% |
| Admin fee / account holder | $42,453 | $6,171+588.0% | $5,351+693.3% | $11,596+266.1% |