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 | $164,897 | $155,788+5.8% | $124,672+32.3% | $167,490-1.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.71% | 17.97%+9.7pp | 5142.93%-5115.2pp | 478.56%-450.8pp |
| Employer contribution / active EE | $7,246 | $4,163+74.0% | $3,324+118.0% | $4,837+49.8% |
| Participant deferral / active EE | $10,048 | $5,673+77.1% | $4,614+117.7% | $6,341+58.4% |
| Admin fee / account holder | $4,439 | $9,531-53.4% | $7,493-40.8% | $12,309-63.9% |