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 | $173,013 | $96,635+79.0% | $86,612+99.8% | $139,434+24.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.60% | 106.41%-94.8pp | 591.07%-579.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $5,026 | $3,263+54.0% | $3,022+66.3% | $4,751+5.8% |
| Participant deferral / active EE | $8,403 | $4,836+73.8% | $4,438+89.3% | $6,710+25.2% |
| Admin fee / account holder | $1,566 | $6,408-75.6% | $5,614-72.1% | $11,403-86.3% |