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 | $245,895 | $102,616+139.6% | $81,983+199.9% | $158,922+54.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 28.59% | 61.04%-32.4pp | 41.31%-12.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $29,545 | $3,240+811.9% | $2,498+1082.7% | $4,761+520.5% |
| Participant deferral / active EE | $30,578 | $4,648+557.9% | $3,722+721.5% | $5,982+411.2% |
| Admin fee / account holder | $1,177 | $8,235-85.7% | $5,664-79.2% | $11,246-89.5% |