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 | $172,369 | $755,339-77.2% | $379,746-54.6% | $158,922+8.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 10.42% | 53.41%-43.0pp | 34.90%-24.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $7,008 | $4,685+49.6% | $3,540+98.0% | $4,761+47.2% |
| Participant deferral / active EE | $6,707 | $7,938-15.5% | $6,024+11.3% | $5,982+12.1% |
| Admin fee / account holder | $8,912 | $14,482-38.5% | $7,927+12.4% | $11,246-20.8% |