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 | $244,489 | $175,202+39.5% | $149,673+63.3% | $139,434+75.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.80% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,648 | $5,474-69.9% | $4,818-65.8% | $4,751-65.3% |
| Participant deferral / active EE | $6,622 | $6,519+1.6% | $5,680+16.6% | $6,710-1.3% |
| Admin fee / account holder | $1,432 | $16,150-91.1% | $13,210-89.2% | $11,403-87.4% |