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 | $225,670 | $157,256+43.5% | $141,162+59.9% | $152,861+47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.07% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,731 | $5,261-29.1% | $4,735-21.2% | $4,762-21.7% |
| Participant deferral / active EE | $10,220 | $7,109+43.8% | $6,709+52.3% | $5,850+74.7% |
| Admin fee / account holder | $8,099 | $12,120-33.2% | $10,261-21.1% | $11,596-30.2% |