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 | $230,982 | $102,966+124.3% | $90,281+155.8% | $152,861+51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.78% | 95.16%-82.4pp | 78.10%-65.3pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,815 | $3,139-10.3% | $2,854-1.4% | $4,762-40.9% |
| Participant deferral / active EE | $6,063 | $4,281+41.6% | $3,885+56.0% | $5,850+3.6% |
| Admin fee / account holder | $767 | $6,171-87.6% | $5,351-85.7% | $11,596-93.4% |