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 | $225,578 | $107,934+109.0% | $91,989+145.2% | $152,861+47.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 89.24%-71.2pp | 69.02%-51.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $37,725 | $4,210+796.1% | $3,452+992.9% | $4,762+692.2% |
| Participant deferral / active EE | $4,000 | $6,364-37.1% | $5,923-32.5% | $5,850-31.6% |
| Admin fee / account holder | $1,138 | $10,520-89.2% | $7,743-85.3% | $11,596-90.2% |