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 | $236,433 | $126,574+86.8% | $106,213+122.6% | $145,922+62.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.93% | 224.79%-209.9pp | 116.14%-101.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,540 | $3,730-31.9% | $3,171-19.9% | $4,660-45.5% |
| Participant deferral / active EE | $31,008 | $5,724+441.8% | $5,016+518.2% | $6,688+363.7% |
| Admin fee / account holder | $2,127 | $17,304-87.7% | $11,033-80.7% | $13,397-84.1% |