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 | $248,339 | $112,881+120.0% | $90,951+173.0% | $158,922+56.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.70% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,362 | $2,893+16.2% | $2,122+58.4% | $4,761-29.4% |
| Participant deferral / active EE | $5,515 | $4,128+33.6% | $3,373+63.5% | $5,982-7.8% |
| Admin fee / account holder | $2,528 | $8,041-68.6% | $5,959-57.6% | $11,246-77.5% |