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 | $163,039 | $105,998+53.8% | $92,233+76.8% | $147,584+10.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.32% | 50.05%-28.7pp | 176.28%-155.0pp | 578.55%-557.2pp |
| Employer contribution / active EE | $9,947 | $4,333+129.6% | $3,679+170.3% | $4,876+104.0% |
| Participant deferral / active EE | $7,261 | $4,478+62.1% | $3,897+86.3% | $5,439+33.5% |
| Admin fee / account holder | $4,534 | $6,332-28.4% | $5,194-12.7% | $10,885-58.3% |