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 | $247,359 | $111,724+121.4% | $93,606+164.3% | $145,922+69.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 14.15% | 202.98%-188.8pp | 133.20%-119.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,925 | $3,090-37.7% | $2,420-20.5% | $4,660-58.7% |
| Participant deferral / active EE | $19,366 | $4,912+294.3% | $4,411+339.0% | $6,688+189.6% |
| Admin fee / account holder | $13,952 | $10,250+36.1% | $8,285+68.4% | $13,397+4.1% |