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 | $231,708 | $118,680+95.2% | $98,907+134.3% | $158,922+45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.92% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,595 | $3,333+37.9% | $2,689+70.9% | $4,761-3.5% |
| Participant deferral / active EE | $6,236 | $5,088+22.6% | $4,244+46.9% | $5,982+4.2% |
| Admin fee / account holder | $653 | $10,131-93.6% | $6,642-90.2% | $11,246-94.2% |