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 | $219,270 | $102,616+113.7% | $81,983+167.5% | $158,922+38.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.93% | 61.04%-44.1pp | 41.31%-24.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,736 | $3,240-15.6% | $2,498+9.5% | $4,761-42.5% |
| Participant deferral / active EE | $10,854 | $4,648+133.5% | $3,722+191.6% | $5,982+81.4% |
| Admin fee / account holder | $633 | $8,235-92.3% | $5,664-88.8% | $11,246-94.4% |