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 | $228,750 | $106,890+114.0% | $84,015+172.3% | $152,861+49.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 28.89% | 104.99%-76.1pp | 71.31%-42.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,423 | $2,734-11.4% | $1,983+22.1% | $4,762-49.1% |
| Participant deferral / active EE | $2,265 | $4,011-43.5% | $3,239-30.1% | $5,850-61.3% |
| Admin fee / account holder | $2,353 | $8,285-71.6% | $6,101-61.4% | $11,596-79.7% |