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 | $240,951 | $102,966+134.0% | $90,281+166.9% | $152,861+57.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.32% | 95.16%-68.8pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,252 | $3,139-28.3% | $2,854-21.1% | $4,762-52.7% |
| Participant deferral / active EE | $10,613 | $4,281+147.9% | $3,885+173.1% | $5,850+81.4% |
| Admin fee / account holder | $5,939 | $6,171-3.8% | $5,351+11.0% | $11,596-48.8% |