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 | $235,248 | $118,680+98.2% | $98,907+137.8% | $158,922+48.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.22% | 372.35%-351.1pp | 196.43%-175.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $5,890 | $3,333+76.7% | $2,689+119.1% | $4,761+23.7% |
| Participant deferral / active EE | $5,389 | $5,088+5.9% | $4,244+27.0% | $5,982-9.9% |
| Admin fee / account holder | $5,399 | $10,131-46.7% | $6,642-18.7% | $11,246-52.0% |