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 7-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 | $175,952 | $110,502+59.2% | $80,716+118.0% | $167,490+5.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.36% | 120.54%-108.2pp | 87.28%-74.9pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,823 | $1,543+212.7% | $1,160+315.8% | $4,837-0.3% |
| Participant deferral / active EE | $8,409 | $2,871+192.9% | $2,146+291.9% | $6,341+32.6% |
| Admin fee / account holder | $2,443 | $4,545-46.2% | $3,380-27.7% | $12,309-80.2% |