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 | $247,440 | $99,020+149.9% | $86,590+185.8% | $147,584+67.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.80% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,587 | $3,132-49.3% | $2,839-44.1% | $4,876-67.5% |
| Participant deferral / active EE | $3,270 | $3,972-17.7% | $3,609-9.4% | $5,439-39.9% |
| Admin fee / account holder | $8,320 | $5,710+45.7% | $4,906+69.6% | $10,885-23.6% |