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 | $184,837 | $226,064-18.2% | $182,532+1.3% | $152,861+20.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 112.09% | 192.51%-80.4pp | 148.54%-36.5pp | 345.32%-233.2pp |
| Employer contribution / active EE | $1,077 | $4,978-78.4% | $4,076-73.6% | $4,762-77.4% |
| Participant deferral / active EE | $14,700 | $6,368+130.8% | $5,524+166.1% | $5,850+151.3% |
| Admin fee / account holder | $2,924 | $10,703-72.7% | $8,592-66.0% | $11,596-74.8% |