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 | $172,423 | $110,809+55.6% | $86,874+98.5% | $167,490+2.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 18.57% | 116.98%-98.4pp | 63.52%-45.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $5,744 | $3,244+77.1% | $2,495+130.2% | $4,837+18.7% |
| Participant deferral / active EE | $12,155 | $4,546+167.4% | $3,699+228.6% | $6,341+91.7% |
| Admin fee / account holder | $1,562 | $8,415-81.4% | $5,828-73.2% | $12,309-87.3% |