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 | $228,959 | $155,788+47.0% | $124,672+83.6% | $167,490+36.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.05% | 17.97%-4.9pp | 5142.93%-5129.9pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,162 | $4,163-24.1% | $3,324-4.9% | $4,837-34.6% |
| Participant deferral / active EE | $6,914 | $5,673+21.9% | $4,614+49.8% | $6,341+9.0% |
| Admin fee / account holder | $2,216 | $9,531-76.7% | $7,493-70.4% | $12,309-82.0% |