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 | $236,694 | $123,909+91.0% | $69,647+239.8% | $145,922+62.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 190.55%-179.4pp | 100.48%-89.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,084 | $2,682+276.0% | $1,712+488.8% | $4,660+116.4% |
| Participant deferral / active EE | $3,942 | $4,236-6.9% | $2,886+36.6% | $6,688-41.1% |
| Admin fee / account holder | $5,196 | $7,863-33.9% | $4,713+10.3% | $13,397-61.2% |