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 | $217,421 | $150,187+44.8% | $120,354+80.7% | $145,922+49.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.52% | 154.07%-144.5pp | 107.15%-97.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $10,447 | $4,348+140.3% | $3,463+201.7% | $4,660+124.2% |
| Participant deferral / active EE | $3,815 | $6,173-38.2% | $4,991-23.6% | $6,688-43.0% |
| Admin fee / account holder | $3,685 | $12,207-69.8% | $9,423-60.9% | $13,397-72.5% |