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 | $210,137 | $157,256+33.6% | $141,162+48.9% | $152,861+37.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.07% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,328 | $5,261-36.7% | $4,735-29.7% | $4,762-30.1% |
| Participant deferral / active EE | $7,067 | $7,109-0.6% | $6,709+5.3% | $5,850+20.8% |
| Admin fee / account holder | $5,681 | $12,120-53.1% | $10,261-44.6% | $11,596-51.0% |