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 | $223,436 | $106,890+109.0% | $84,015+165.9% | $152,861+46.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.08% | 104.99%-72.9pp | 71.31%-39.2pp | 345.32%-313.2pp |
| Employer contribution / active EE | $11,653 | $2,734+326.2% | $1,983+487.5% | $4,762+144.7% |
| Participant deferral / active EE | $5,665 | $4,011+41.2% | $3,239+74.9% | $5,850-3.2% |
| Admin fee / account holder | $4,604 | $8,285-44.4% | $6,101-24.5% | $11,596-60.3% |