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 | $240,163 | $102,966+133.2% | $90,281+166.0% | $152,861+57.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 29.12% | 95.16%-66.0pp | 78.10%-49.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $8,640 | $3,139+175.3% | $2,854+202.7% | $4,762+81.4% |
| Participant deferral / active EE | $9,120 | $4,281+113.0% | $3,885+134.7% | $5,850+55.9% |
| Admin fee / account holder | $1,045 | $6,171-83.1% | $5,351-80.5% | $11,596-91.0% |