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 | $224,882 | $115,770+94.3% | $101,248+122.1% | $158,922+41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.49% | 56.14%-41.6pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,761 | $4,175-9.9% | $3,660+2.8% | $4,761-21.0% |
| Participant deferral / active EE | $13,128 | $4,957+164.8% | $4,370+200.4% | $5,982+119.5% |
| Admin fee / account holder | $425 | $7,245-94.1% | $5,945-92.9% | $11,246-96.2% |