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 | $204,005 | $107,934+89.0% | $91,989+121.8% | $152,861+33.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.47% | 89.24%-63.8pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,263 | $4,210-22.5% | $3,452-5.5% | $4,762-31.5% |
| Participant deferral / active EE | $18,923 | $6,364+197.3% | $5,923+219.5% | $5,850+223.5% |
| Admin fee / account holder | $1,091 | $10,520-89.6% | $7,743-85.9% | $11,596-90.6% |