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 | $243,894 | $138,065+76.7% | $123,544+97.4% | $135,375+80.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.06% | 153.68%-149.6pp | 119.20%-115.1pp | 519.73%-515.7pp |
| Employer contribution / active EE | $7,436 | $5,151+44.3% | $4,628+60.7% | $4,779+55.6% |
| Participant deferral / active EE | $4,773 | $6,799-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $2,721 | $10,916-75.1% | $9,284-70.7% | $10,827-74.9% |