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 | $178,588 | $107,934+65.5% | $91,989+94.1% | $152,861+16.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.59% | 89.24%-67.7pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,923 | $4,210+16.9% | $3,452+42.6% | $4,762+3.4% |
| Participant deferral / active EE | $14,103 | $6,364+121.6% | $5,923+138.1% | $5,850+141.1% |
| Admin fee / account holder | $3,034 | $10,520-71.2% | $7,743-60.8% | $11,596-73.8% |