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 | $238,171 | $157,256+51.5% | $141,162+68.7% | $152,861+55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 35.49% | 64.32%-28.8pp | 71.39%-35.9pp | 345.32%-309.8pp |
| Employer contribution / active EE | $3,352 | $5,261-36.3% | $4,735-29.2% | $4,762-29.6% |
| Participant deferral / active EE | $3,878 | $7,109-45.5% | $6,709-42.2% | $5,850-33.7% |
| Admin fee / account holder | $1,757 | $12,120-85.5% | $10,261-82.9% | $11,596-84.8% |