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 | $240,421 | $112,096+114.5% | $95,952+150.6% | $158,922+51.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 18.85% | 171.09%-152.2pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $13,667 | $3,198+327.3% | $2,541+437.8% | $4,761+187.0% |
| Participant deferral / active EE | $6,519 | $4,784+36.3% | $4,167+56.5% | $5,982+9.0% |
| Admin fee / account holder | $3,534 | $10,130-65.1% | $6,795-48.0% | $11,246-68.6% |