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 | $185,121 | $106,890+73.2% | $84,015+120.3% | $152,861+21.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.48% | 104.99%-79.5pp | 71.31%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,603 | $2,734+141.5% | $1,983+232.9% | $4,762+38.7% |
| Participant deferral / active EE | $5,676 | $4,011+41.5% | $3,239+75.3% | $5,850-3.0% |
| Admin fee / account holder | $14,101 | $8,285+70.2% | $6,101+131.1% | $11,596+21.6% |