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 | $208,548 | $106,890+95.1% | $84,015+148.2% | $152,861+36.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.17% | 104.99%-87.8pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,152 | $2,734-57.9% | $1,983-41.9% | $4,762-75.8% |
| Participant deferral / active EE | $4,403 | $4,011+9.8% | $3,239+36.0% | $5,850-24.7% |
| Admin fee / account holder | $2,372 | $8,285-71.4% | $6,101-61.1% | $11,596-79.5% |