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 | $156,101 | $107,334+45.4% | $92,893+68.0% | $152,861+2.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.72% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $11,461 | $4,221+171.5% | $3,653+213.8% | $4,762+140.7% |
| Participant deferral / active EE | $8,038 | $4,845+65.9% | $4,236+89.7% | $5,850+37.4% |
| Admin fee / account holder | $1,314 | $7,079-81.4% | $5,794-77.3% | $11,596-88.7% |