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 | $181,950 | $129,217+40.8% | $93,406+94.8% | $158,922+14.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 7.68% | 118.21%-110.5pp | 78.05%-70.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,440 | $2,711+26.9% | $2,075+65.8% | $4,761-27.7% |
| Participant deferral / active EE | $5,772 | $3,909+47.7% | $3,126+84.6% | $5,982-3.5% |
| Admin fee / account holder | $9,927 | $7,383+34.5% | $5,230+89.8% | $11,246-11.7% |