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 | $182,723 | $99,652+83.4% | $78,778+131.9% | $147,584+23.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.32% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,860 | $2,796+109.6% | $1,986+195.1% | $4,876+20.2% |
| Participant deferral / active EE | $7,583 | $3,664+107.0% | $2,958+156.3% | $5,439+39.4% |
| Admin fee / account holder | $9,483 | $7,155+32.5% | $5,134+84.7% | $10,885-12.9% |