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 | $188,818 | $95,971+96.7% | $74,550+153.3% | $135,375+39.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.12% | 56.96%-47.8pp | 32.53%-23.4pp | 519.73%-510.6pp |
| Employer contribution / active EE | $2,321 | $2,716-14.6% | $1,961+18.3% | $4,779-51.4% |
| Participant deferral / active EE | $2,501 | $3,843-34.9% | $3,108-19.5% | $5,609-55.4% |
| Admin fee / account holder | $315 | $6,522-95.2% | $5,060-93.8% | $10,827-97.1% |