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 | $243,902 | $126,574+92.7% | $106,213+129.6% | $145,922+67.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.72% | 224.79%-215.1pp | 116.14%-106.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,810 | $3,730+2.1% | $3,171+20.1% | $4,660-18.2% |
| Participant deferral / active EE | $5,526 | $5,724-3.5% | $5,016+10.2% | $6,688-17.4% |
| Admin fee / account holder | $8,697 | $17,304-49.7% | $11,033-21.2% | $13,397-35.1% |