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 | $247,324 | $176,056+40.5% | $159,436+55.1% | $167,490+47.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,299 | $5,297-75.5% | $4,829-73.1% | $4,837-73.1% |
| Participant deferral / active EE | $2,694 | $7,750-65.2% | $7,352-63.4% | $6,341-57.5% |
| Admin fee / account holder | $123,985 | $12,554+887.6% | $10,799+1048.2% | $12,309+907.3% |