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 | $183,057 | $107,334+70.5% | $92,893+97.1% | $152,861+19.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.51% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,247 | $4,221-23.1% | $3,653-11.1% | $4,762-31.8% |
| Participant deferral / active EE | $7,969 | $4,845+64.5% | $4,236+88.1% | $5,850+36.2% |
| Admin fee / account holder | $15,821 | $7,079+123.5% | $5,794+173.1% | $11,596+36.4% |