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 | $220,163 | $111,724+97.1% | $93,606+135.2% | $145,922+50.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.78% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $11,206 | $3,090+262.7% | $2,420+363.1% | $4,660+140.5% |
| Participant deferral / active EE | $17,119 | $4,912+248.5% | $4,411+288.1% | $6,688+156.0% |
| Admin fee / account holder | $3,291 | $10,250-67.9% | $8,285-60.3% | $13,397-75.4% |