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 | $231,318 | $157,256+47.1% | $141,162+63.9% | $152,861+51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.07% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $7,502 | $5,261+42.6% | $4,735+58.4% | $4,762+57.5% |
| Participant deferral / active EE | $9,957 | $7,109+40.1% | $6,709+48.4% | $5,850+70.2% |
| Admin fee / account holder | $20,161 | $12,120+66.3% | $10,261+96.5% | $11,596+73.9% |