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 | $245,675 | $148,534+65.4% | $135,903+80.8% | $139,434+76.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.94% | 79.19%-46.3pp | 68.23%-35.3pp | 372.94%-340.0pp |
| Employer contribution / active EE | $25,919 | $5,243+394.3% | $4,856+433.7% | $4,751+445.6% |
| Participant deferral / active EE | $2,746 | $8,100-66.1% | $7,758-64.6% | $6,710-59.1% |
| Admin fee / account holder | $89,223 | $12,400+619.6% | $10,762+729.1% | $11,403+682.5% |