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 | $183,455 | $112,881+62.5% | $90,951+101.7% | $158,922+15.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.59% | 215.79%-207.2pp | 134.60%-126.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,706 | $2,893+28.1% | $2,122+74.7% | $4,761-22.2% |
| Participant deferral / active EE | $12,588 | $4,128+205.0% | $3,373+273.2% | $5,982+110.4% |
| Admin fee / account holder | $881 | $8,041-89.0% | $5,959-85.2% | $11,246-92.2% |