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 | $164,155 | $84,696+93.8% | $75,696+116.9% | $167,490-2.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 199.36%-184.6pp | 104.53%-89.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,901 | $3,230+82.7% | $2,743+115.2% | $4,837+22.0% |
| Participant deferral / active EE | $10,948 | $4,580+139.0% | $3,821+186.5% | $6,341+72.6% |
| Admin fee / account holder | $1,809 | $5,355-66.2% | $3,619-50.0% | $12,309-85.3% |