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 | $235,387 | $106,890+120.2% | $84,015+180.2% | $152,861+54.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.61% | 104.99%-95.4pp | 71.31%-61.7pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,900 | $2,734+79.2% | $1,983+147.0% | $4,762+2.9% |
| Participant deferral / active EE | $12,681 | $4,011+216.1% | $3,239+291.5% | $5,850+116.8% |
| Admin fee / account holder | $1,576 | $8,285-81.0% | $6,101-74.2% | $11,596-86.4% |