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 | $191,581 | $126,574+51.4% | $106,213+80.4% | $145,922+31.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.50% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,012 | $3,730+168.4% | $3,171+215.7% | $4,660+114.9% |
| Participant deferral / active EE | $2,990 | $5,724-47.8% | $5,016-40.4% | $6,688-55.3% |
| Admin fee / account holder | $18,421 | $17,304+6.5% | $11,033+67.0% | $13,397+37.5% |