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 | $177,802 | $175,202+1.5% | $149,673+18.8% | $139,434+27.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 166.71%-151.9pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,320 | $5,474-57.6% | $4,818-51.8% | $4,751-51.2% |
| Participant deferral / active EE | $12,128 | $6,519+86.1% | $5,680+113.5% | $6,710+80.7% |
| Admin fee / account holder | $1,025 | $16,150-93.7% | $13,210-92.2% | $11,403-91.0% |