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 | $179,453 | $123,909+44.8% | $69,647+157.7% | $145,922+23.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 6.54% | 190.55%-184.0pp | 100.48%-93.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,271 | $2,682-15.3% | $1,712+32.6% | $4,660-51.3% |
| Participant deferral / active EE | $3,612 | $4,236-14.7% | $2,886+25.2% | $6,688-46.0% |
| Admin fee / account holder | $5,150 | $7,863-34.5% | $4,713+9.3% | $13,397-61.6% |