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 | $245,219 | $114,381+114.4% | $107,525+128.1% | $142,382+72.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.80% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,584 | $4,015-35.6% | $3,754-31.1% | $4,299-39.9% |
| Participant deferral / active EE | $3,221 | $5,564-42.1% | $5,116-37.0% | $6,507-50.5% |
| Admin fee / account holder | $10,174 | $9,860+3.2% | $8,919+14.1% | $12,624-19.4% |