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 | $220,872 | $99,079+122.9% | $77,999+183.2% | $273,961-19.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.35% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,764 | $3,308-46.7% | $2,470-28.6% | $4,869-63.8% |
| Participant deferral / active EE | $3,752 | $4,306-12.9% | $3,497+7.3% | $5,287-29.0% |
| Admin fee / account holder | $6,948 | $8,954-22.4% | $5,480+26.8% | $10,132-31.4% |