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 | $241,853 | $178,174+35.7% | $156,181+54.9% | $137,256+76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.82% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,634 | $4,972-26.9% | $4,294-15.4% | $4,156-12.6% |
| Participant deferral / active EE | $12,107 | $6,888+75.8% | $6,132+97.4% | $6,407+89.0% |
| Admin fee / account holder | $23,648 | $17,404+35.9% | $14,586+62.1% | $12,270+92.7% |