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 | $242,912 | $157,256+54.5% | $141,162+72.1% | $152,861+58.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.56% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $20,218 | $5,261+284.3% | $4,735+327.0% | $4,762+324.5% |
| Participant deferral / active EE | $19,024 | $7,109+167.6% | $6,709+183.6% | $5,850+225.2% |
| Admin fee / account holder | $1,993 | $12,120-83.6% | $10,261-80.6% | $11,596-82.8% |