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 | $237,311 | $157,256+50.9% | $141,162+68.1% | $152,861+55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.06% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,105 | $5,261-22.0% | $4,735-13.3% | $4,762-13.8% |
| Participant deferral / active EE | $5,366 | $7,109-24.5% | $6,709-20.0% | $5,850-8.3% |
| Admin fee / account holder | $2,495 | $12,120-79.4% | $10,261-75.7% | $11,596-78.5% |