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 | $236,870 | $99,652+137.7% | $78,778+200.7% | $147,584+60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.03% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $746 | $2,796-73.3% | $1,986-62.5% | $4,876-84.7% |
| Participant deferral / active EE | $9,000 | $3,664+145.7% | $2,958+204.2% | $5,439+65.5% |
| Admin fee / account holder | $5,432 | $7,155-24.1% | $5,134+5.8% | $10,885-50.1% |