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 | $184,101 | $115,770+59.0% | $101,248+81.8% | $158,922+15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.71% | 56.14%-30.4pp | 46.47%-20.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $2,792 | $4,175-33.1% | $3,660-23.7% | $4,761-41.4% |
| Participant deferral / active EE | $4,352 | $4,957-12.2% | $4,370-0.4% | $5,982-27.3% |
| Admin fee / account holder | $20,265 | $7,245+179.7% | $5,945+240.9% | $11,246+80.2% |