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 | $200,125 | $150,187+33.3% | $120,354+66.3% | $145,922+37.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.90% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $8,019 | $4,348+84.4% | $3,463+131.6% | $4,660+72.1% |
| Participant deferral / active EE | $8,330 | $6,173+34.9% | $4,991+66.9% | $6,688+24.6% |
| Admin fee / account holder | $1,945 | $12,207-84.1% | $9,423-79.4% | $13,397-85.5% |