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 | $170,746 | $99,079+72.3% | $77,999+118.9% | $273,961-37.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 5.78% | 217.93%-212.1pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $10,003 | $3,308+202.4% | $2,470+305.0% | $4,869+105.4% |
| Participant deferral / active EE | $12,775 | $4,306+196.7% | $3,497+265.3% | $5,287+141.6% |
| Admin fee / account holder | $8,052 | $8,954-10.1% | $5,480+46.9% | $10,132-20.5% |