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 | $232,714 | $118,849+95.8% | $96,562+141.0% | $167,490+38.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 17.12% | 50.49%-33.4pp | 37.78%-20.7pp | 478.56%-461.4pp |
| Employer contribution / active EE | $6,900 | $3,120+121.2% | $2,356+192.8% | $4,837+42.6% |
| Participant deferral / active EE | $4,466 | $4,616-3.3% | $3,849+16.0% | $6,341-29.6% |
| Admin fee / account holder | $1,398 | $8,065-82.7% | $6,181-77.4% | $12,309-88.6% |