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 | $178,043 | $105,998+68.0% | $92,233+93.0% | $147,584+20.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.74% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $11,081 | $4,333+155.7% | $3,679+201.2% | $4,876+127.2% |
| Participant deferral / active EE | $5,732 | $4,478+28.0% | $3,897+47.1% | $5,439+5.4% |
| Admin fee / account holder | $4,615 | $6,332-27.1% | $5,194-11.1% | $10,885-57.6% |