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 | $230,430 | $106,890+115.6% | $84,015+174.3% | $152,861+50.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.45% | 104.99%-82.5pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,166 | $2,734-20.8% | $1,983+9.2% | $4,762-54.5% |
| Participant deferral / active EE | $5,584 | $4,011+39.2% | $3,239+72.4% | $5,850-4.6% |
| Admin fee / account holder | $5,302 | $8,285-36.0% | $6,101-13.1% | $11,596-54.3% |