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 | $185,332 | $108,912+70.2% | $100,383+84.6% | $145,959+27.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 57.96%-47.6pp | 49.26%-38.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $3,767 | $4,423-14.8% | $3,944-4.5% | $4,661-19.2% |
| Participant deferral / active EE | $9,948 | $8,451+17.7% | $8,086+23.0% | $6,689+48.7% |
| Admin fee / account holder | $1,523 | $9,690-84.3% | $7,900-80.7% | $13,398-88.6% |