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 | $229,430 | $99,918+129.6% | $81,382+181.9% | $145,922+57.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 34.32%-24.1pp | 24.73%-14.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,846 | $2,978+29.2% | $2,463+56.2% | $4,660-17.5% |
| Participant deferral / active EE | $4,993 | $4,605+8.4% | $3,883+28.6% | $6,688-25.3% |
| Admin fee / account holder | $3,491 | $8,212-57.5% | $5,768-39.5% | $13,397-73.9% |