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 | $155,448 | $96,484+61.1% | $75,886+104.8% | $152,861+1.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.86% | 33.98%-6.1pp | 30.76%-2.9pp | 345.32%-317.5pp |
| Employer contribution / active EE | $8,862 | $3,309+167.8% | $2,500+254.4% | $4,762+86.1% |
| Participant deferral / active EE | $6,912 | $4,553+51.8% | $3,603+91.8% | $5,850+18.2% |
| Admin fee / account holder | $3,534 | $8,078-56.3% | $5,418-34.8% | $11,596-69.5% |