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 | $229,695 | $102,966+123.1% | $90,281+154.4% | $152,861+50.3% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 25.71% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $7,433 | $3,139+136.8% | $2,854+160.4% | $4,762+56.1% |
| Participant deferral / active EE | $10,108 | $4,281+136.1% | $3,885+160.2% | $5,850+72.8% |
| Admin fee / account holder | $2,499 | $6,171-59.5% | $5,351-53.3% | $11,596-78.5% |