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 | $176,916 | $107,334+64.8% | $92,893+90.5% | $152,861+15.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.68% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,913 | $4,221-54.7% | $3,653-47.6% | $4,762-59.8% |
| Participant deferral / active EE | $6,434 | $4,845+32.8% | $4,236+51.9% | $5,850+10.0% |
| Admin fee / account holder | $30,653 | $7,079+333.0% | $5,794+429.1% | $11,596+164.3% |