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 | $223,502 | $111,724+100.0% | $93,606+138.8% | $145,922+53.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.26% | 202.98%-182.7pp | 133.20%-112.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,453 | $3,090-53.0% | $2,420-40.0% | $4,660-68.8% |
| Participant deferral / active EE | $4,690 | $4,912-4.5% | $4,411+6.3% | $6,688-29.9% |
| Admin fee / account holder | $102,301 | $10,250+898.1% | $8,285+1134.8% | $13,397+663.6% |