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 | $245,850 | $175,202+40.3% | $149,673+64.3% | $139,434+76.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.17% | 166.71%-151.5pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,063 | $5,474-25.8% | $4,818-15.7% | $4,751-14.5% |
| Participant deferral / active EE | $8,905 | $6,519+36.6% | $5,680+56.8% | $6,710+32.7% |
| Admin fee / account holder | $26,408 | $16,150+63.5% | $13,210+99.9% | $11,403+131.6% |