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 | $176,503 | $136,179+29.6% | $98,755+78.7% | $167,490+5.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 8.53% | 67.53%-59.0pp | 49.91%-41.4pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,437 | $2,631-45.4% | $2,067-30.5% | $4,837-70.3% |
| Participant deferral / active EE | $2,176 | $3,716-41.4% | $3,035-28.3% | $6,341-65.7% |
| Admin fee / account holder | $7,288 | $5,031+44.9% | $4,076+78.8% | $12,309-40.8% |