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 | $180,125 | $135,635+32.8% | $110,238+63.4% | $135,375+33.1% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.3pp | 82.6%-6.2pp |
| Annual return | 38.18% | 513.19%-475.0pp | 314.74%-276.6pp | 519.73%-481.6pp |
| Employer contribution / active EE | $25,609 | $4,906+422.0% | $3,826+569.3% | $4,779+435.9% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,624 | $11,457-59.6% | $8,547-45.9% | $10,827-57.3% |