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 | $219,984 | $102,616+114.4% | $81,983+168.3% | $158,922+38.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 24.34% | 61.04%-36.7pp | 41.31%-17.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $482 | $3,240-85.1% | $2,498-80.7% | $4,761-89.9% |
| Participant deferral / active EE | $2,129 | $4,648-54.2% | $3,722-42.8% | $5,982-64.4% |
| Admin fee / account holder | $65,500 | $8,235+695.4% | $5,664+1056.5% | $11,246+482.4% |