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 | $242,931 | $106,890+127.3% | $84,015+189.2% | $152,861+58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 12.34% | 104.99%-92.6pp | 71.31%-59.0pp | 345.32%-333.0pp |
| Employer contribution / active EE | $14,319 | $2,734+423.7% | $1,983+621.9% | $4,762+200.7% |
| Participant deferral / active EE | $13,574 | $4,011+238.4% | $3,239+319.1% | $5,850+132.0% |
| Admin fee / account holder | $2,654 | $8,285-68.0% | $6,101-56.5% | $11,596-77.1% |