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 | $179,324 | $115,770+54.9% | $101,248+77.1% | $158,922+12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.93% | 56.14%-47.2pp | 46.47%-37.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $15,195 | $4,175+264.0% | $3,660+315.2% | $4,761+219.1% |
| Participant deferral / active EE | $8,444 | $4,957+70.3% | $4,370+93.2% | $5,982+41.2% |
| Admin fee / account holder | $460 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |