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 | $179,367 | $109,327+64.1% | $89,391+100.7% | $158,922+12.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.70% | 345.68%-323.0pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,570 | $3,170-18.9% | $2,586-0.6% | $4,761-46.0% |
| Participant deferral / active EE | $9,908 | $4,598+115.5% | $3,890+154.7% | $5,982+65.6% |
| Admin fee / account holder | $1,778 | $6,153-71.1% | $4,881-63.6% | $11,246-84.2% |