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 | $148,580 | $81,632+82.0% | $70,449+110.9% | $158,922-6.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.05% | 208.40%-197.4pp | 109.03%-98.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,510 | $3,217-22.0% | $2,737-8.3% | $4,761-47.3% |
| Participant deferral / active EE | $4,417 | $4,554-3.0% | $3,709+19.1% | $5,982-26.2% |
| Admin fee / account holder | $14,213 | $6,193+129.5% | $3,845+269.6% | $11,246+26.4% |