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 | $242,657 | $198,466+22.3% | $170,442+42.4% | $147,584+64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.56% | 257.29%-234.7pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,174 | $6,184-64.8% | $5,433-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $2,295 | $5,629-59.2% | $4,939-53.5% | $5,439-57.8% |
| Admin fee / account holder | $2,885 | $16,852-82.9% | $13,880-79.2% | $10,885-73.5% |