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 | $201,829 | $112,096+80.1% | $95,952+110.3% | $158,922+27.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.94% | 171.09%-150.2pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,803 | $3,198-12.4% | $2,541+10.3% | $4,761-41.1% |
| Participant deferral / active EE | $12,039 | $4,784+151.7% | $4,167+188.9% | $5,982+101.3% |
| Admin fee / account holder | $59,439 | $10,130+486.7% | $6,795+774.7% | $11,246+428.5% |