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 | $230,954 | $98,240+135.1% | $82,313+180.6% | $147,584+56.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.22% | 30.85%-11.6pp | 25.88%-6.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $967 | $3,192-69.7% | $2,428-60.2% | $4,876-80.2% |
| Participant deferral / active EE | $4,751 | $4,383+8.4% | $3,706+28.2% | $5,439-12.6% |
| Admin fee / account holder | $33,360 | $8,563+289.6% | $5,608+494.9% | $10,885+206.5% |