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 | $225,252 | $108,919+106.8% | $100,391+124.4% | $145,922+54.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.34% | 57.88%-33.5pp | 49.20%-24.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,907 | $4,419-56.9% | $3,942-51.6% | $4,660-59.1% |
| Participant deferral / active EE | $18,271 | $8,445+116.4% | $8,082+126.1% | $6,688+173.2% |
| Admin fee / account holder | $12,082 | $9,689+24.7% | $7,899+53.0% | $13,397-9.8% |