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 | $185,151 | $127,100+45.7% | $105,738+75.1% | $135,375+36.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 50.42% | 4.49%+45.9pp | 6.27%+44.1pp | 519.73%-469.3pp |
| Employer contribution / active EE | $7,512 | $4,107+82.9% | $3,268+129.8% | $4,779+57.2% |
| Participant deferral / active EE | $7,253 | $5,064+43.2% | $4,080+77.8% | $5,609+29.3% |
| Admin fee / account holder | $887 | $9,087-90.2% | $6,913-87.2% | $10,827-91.8% |