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 | $167,628 | $155,788+7.6% | $124,672+34.5% | $167,490+0.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.97% | 17.97%-6.0pp | 5142.93%-5131.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $8,549 | $4,163+105.3% | $3,324+157.2% | $4,837+76.7% |
| Participant deferral / active EE | $7,919 | $5,673+39.6% | $4,614+71.6% | $6,341+24.9% |
| Admin fee / account holder | $6,807 | $9,531-28.6% | $7,493-9.2% | $12,309-44.7% |