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 | $223,090 | $129,217+72.6% | $93,406+138.8% | $158,922+40.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 14.67% | 118.21%-103.5pp | 78.05%-63.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $968 | $2,711-64.3% | $2,075-53.4% | $4,761-79.7% |
| Participant deferral / active EE | $1,384 | $3,909-64.6% | $3,126-55.7% | $5,982-76.9% |
| Admin fee / account holder | $1,175 | $7,383-84.1% | $5,230-77.5% | $11,246-89.6% |